“Money is not the most important thing in the world. Love is. Fortunately, I LOVE money.” – Jackie Mason “Money and women. They’re the two strongest things in the world. There are things you do for a woman you…
Here are some traditional gifts of love that you can replace with gifts of financial health with your sweetie. Cost of one dozen red roses delivered: $69.99 Invest $69.99/year for 20 years at 7% and you will have $3,070. …
That’s right, it’s February and my theme of the month is love. “Why so obvious and cliché?” you ask. Well, you try writing 52 blogs a year. You’ll find yourself grasping for any holiday theme, too. What investors and…
Well, maybe it wasn’t a burning question until you opened this blog. But, April 15th is coming up, so it’s time to start thinking about whether or not you will contribute to an IRA and if so, what type? …
An article by Alex Padalka in the December 21st Financial Advisor IQ newsletter talked about how Wells Fargo is incenting its more experienced advisors to move clients with under $65,000 to trainees. The idea is for advisers to have a…
It happens to the most contentious of us. We say we won’t go overboard on holiday spending (and, let’s face it, eating), but we get caught up in the moment. Or, your kid asks for something at the last minute…
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!
