Want to sell your business for $1billion? At the heart of the small business owner is the hope that someone will come along and buy his business for exactly the right amount of money to retire to the Caribbean. …
Kristi helps the Financial Planning Association figure out when it’s the right time to hire a professional financial planner. 15 Signs You Need a Financial Planner You wouldn’t depart for an important trip without a clear idea of how…
The Reverse Mortgage Chances are high that when I mention the idea of a reverse mortgage to clients, I’ll be met with a very sour expression. I think this is because of the impression that these instruments are expensive…
Do you find it hard to understand financial experts? I don’t blame you! That’s why I helped U.S. News and World Report decode the terms you might hear. Say what? “Meeting with a financial professional can be key to…
If you are an active mom on Facebook, this is old news. If you are like me and employ someone to be active for you on Facebook (I’m talking to you Social Seed Marketing), you won’t have heard of this…
This one came out around Christmas from Fox Business, but it’s a concept worth thinking about whenever gift-giving opportunities arise. While it’s long been possible to hand out cash, buy stock or contribute to college savings plans, financial institutions…
Have you ever seen someone struggling with their finances and wanted to help?
Do you feel as a parent or partner your financial advice is ignored because it just sounds like another lecture?
Are you looking for a unique gift that is practical and can have long-lasting benefits?
Look no further.
Providing an hour with a Certified Financial Planner ™ is a meaningful gift that can benefit many people in your life!
