Happy almost 2017! Below is my annual financial to-do list to help you achieve a more prosperous balance sheet in the New Year. 1: Use an online tool or app to track your spending. Try to cut one discretionary…
Striving to improve our lives is part of being human. We all have things, personal and professional, we want to accomplish, goals we want to achieve, things we want to change about ourselves. That’s why we have the New Year’s…
Let’s face it there are just some traits you are born with. For example, you are either a runner or not a runner. I fall firmly in the not runner camp. You are a dog/cat/reptile/no-pet person. You are a saver…
CNBC.com says: When people reach their 50s, a common realization is how close retirement is getting — and how far they are from having enough money to enjoy life after work. While they know more of their money should end…
Kristi Sullivan, owner of Sullivan Financial Planning, hasn’t had any clients asking her about wine investing yet, but she would likely steer them in a different direction. “I think of wine collecting as more of a hobby than an investment,” she…
There’s only so much lecturing I can do about budgeting so you can save for longer term goals. So, I brought in someone else to do the lecturing for me! Carol Craigie, CFP ®, is the Managing Partner of Fiscal…
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!
