Monthly Archives: July 2010

Emotions vs. Numbers

Posted on July 16, 2010 by Michael Smith MBA, CFP®

One of the questions that I have fielded more often than other questions in my career as a financial planner is about paying off a mortgage vs. keeping it for those who have the ability to write a check & … Continue reading →

Posted in Buying a Home, Communicator, Financial Planning | 1 Comment

Why We Practice What We Preach

A lesson in updating your retirement plan

Posted on July 15, 2010 by Bruce Young CFP®, AFC

Picture a gorgeous sunny day sitting in the backyard relaxing on one of those (seemingly) rare days off. Feet up on the table, cold glass of (pick beverage of your choice) and an interesting magazine at the ready, when out … Continue reading →

Posted in Retirement Planning, Trainer | Tagged , , | Leave a comment

The Beauty of Being Virtual

Web casts benefit the employer, employee and the facilitator

Posted on July 14, 2010 by Greg Ward CFP®, AFC

My wife has long ranted about the ills of my business travel (I have four kids all under the age of 12).  Today I’m on a quest to end this arcane practice of old-school business with a little help from … Continue reading →

Posted in Rebel, Workplace Financial Education | Tagged , , , | 3 Comments

Does Your Wellness Program Include a Wealth Factor?

Posted on July 13, 2010 by Linda Robertson CFP®, AFC, ChFC®, Masters in Financial Planning, CEBS

I just got off the phone today with an employee who remembered a quote I had made during a recent Retirement Readiness workshop he had attended where I talked about the 3 ingredients to a secure retirement – Health, Wealth, … Continue reading →

Posted in Employee Benefits, Financial Wellness, H.R. Guru | Tagged , , , , | Leave a comment

When Good is Not Good

Excellence means being not satisfied with good enough

Posted on July 12, 2010 by Nancy Anderson CFP®, AFC

Once a week the employee surveys from the financial helpline and the ‘ask a planner’ meetings come in and I always feel like a 5th grader waiting for my report card.  This week’s report showed one of my surveys had … Continue reading →

Posted in Employee Benefits, Money Diva | Tagged , , , | Leave a comment