Tag Archives | financial plan

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Y is for Yahoo You’re Fifty – time to take a good look at your finances

It’s never too late! Start right now, live within your means and secure your financial future. Don’t let today’s marketing campaigns lead you down a materialistic path. Find your happiness in things that fit your budget or that cost nothing at all; this alone could be the solution to many of your financial woes. Don’t […]

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U is for How “Umbrella Insurance” Can Help Protect Your Assets

Congratulations you spent the last few decades working hard to pay off your mortgage, and build a sizable retirement account. Your assets are now worth close to one million dollars. Life is good, and retirement is just around the corner. Until, one day, an unfortunate accident occurs, and you are now being sued for injuries […]

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L is for Lost in Debt – Take Control with a Solid Financial Plan

Money troubles happen, whether you are living paycheck to paycheck or bringing home a hefty salary. When we find ourselves spending more than we can afford this leads to “money troubles” which in turn can cause lots of stress in our day to day lives; but the good news is it doesn’t have to be […]

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I is for the Importance of starting an IRA early

Saving, and especially saving for retirement is the last thing anyone wants to do with their new paycheck, especially those who are too young to grasp its importance. But often people learn the importance of retirement savings a little too late. Starting an IRA early in life is imperative to a successful financial future. Here are some […]

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G is for Gathering Important Life Documents

Why is this so important? Life is full of unexpected happenings and having all of your important essential documents and personal directives in one place can help you and your loved ones deal more efficiently in a time of crisis. Even if you never experience a crisis, you’ll be relieved that you spent the time […]

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The Millennial’s & Money Quiz

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E is for Expecting to find Money in an Empty Wallet?

In today’s world, we may not always find cash in our wallets, but most of us are always carrying a debit card and some credit cards in our wallets. This practice allows us to spend our money, “cash or no cash,” quite easily. But knowing how much, how often and where we are spending our […]

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D is for Do Your Homework before You Retire

Retirement is a life changing event, but being adequately prepared will make the transition an easier one. If you are about to retire and don’t have a plan, please consider making one now.  Here are some issues you will be facing as you move into retirement. Retirement Budget Make a list of all future cost: […]

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Happy Labor Day!

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B is for Balancing Your Work and Care-giving

Balancing a career, family, and aging parents can become physically damaging if you don’t pay attention to the warning signs. Should you experience some of the stressful effects of caregiving, please incorporate some of these healthy habits into your daily life. By taking care of yourself first, you’ll be able to take care of others more […]

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