Category: Financial Management


7 Important Steps to Finding the Right Financial Advisor for You

Imagine reading a good book. You invest time and emotion into the book wondering how it will turn out. There are ups and downs along the way, but you remain hopeful based upon some authorial promises that all will turn out well for the protagonist. Near the end, though, you get this feeling the author […]

Read MoreLeave a Comment

Top 5 Blog Posts of 2016

Here are the blog posts you loved the most in 2016. 5. Best Ways to Pay Off Every Type of Loan – Hanging on to some types of loans makes more sense than paying them off. Read the entire article. 4. Easy Moves to Save You Time and Money – Do you want to simplify […]

Read MoreLeave a Comment

4 Retirement Planning Pitfalls to Avoid

Often, prospective clients ask, “Can I retire?” Unfortunately, there is no magic age or value or equation that allows everything to work perfectly and can give them a straight answer to that question. There are lots of ways to find retirement success. What you could be more concerned about are potential pitfalls in retirement. Here […]

Read MoreLeave a Comment

Top 9 Financial Planning Mistakes

Clients often ask what they can do today to avoid financial challenges in the future. They might find themselves with extra income after paying off debt, have a dream to buy a home or need a retirement plan, and they’re not sure where to start. If this sounds like you, keep reading so you can […]

Read MoreLeave a Comment

For a Healthy Vacation, Take a Walk

Imagine a vacation in which you immerse yourself in another culture, make new friends and enjoy fabulous cuisine—with no worries that your pants will be too snug when you get home. That’s the appeal of walking tours, a popular vacation option for health-conscious travelers who don’t mind working up a sweat as long as there’s […]

Read MoreLeave a Comment