Tag Archives: financial planning
5 Non-Romantic But Vital Things to Do This Valentine’s Day
Valentine’s Day is a time to express our love for our significant others with flowers, chocolates, nice dinners, romantic getaways, and other gifts…
How to Avoid Your Own “Second Term Blues”
As we recently witnessed with President Obama’s inauguration, second presidential terms tend to begin with a lot of excitement as the president feels he has a mandate and is unrestrained by the burden of having to run for re-election…
Credit Dings That Can Cost You A Job Or Promotion And What To Do About It
You may have heard some of the news about employers snooping through the Facebook profiles of potential employees, but that photo you really shouldn’t have posted online isn’t the only piece of personal information that could cost you your next [Read more...]
3 Areas That May Need Some Financial Spring Cleaning
With the official start of spring last week, perhaps it’s time for some spring cleaning of all those things we’ve been ignoring up until now. I’m not just talking about your home or your work space. Here are some financial [Read more...]
3 Reasons Advisors Should Jump on iPad Bandwagon
With Apple releasing its newest version of the iPad recently, I can’t help but think about how much I’ve seen change in the technology that we use to deliver our services and run our business since I first started Financial [Read more...]
7 Financial Vices and Luxuries to Give Up for Lent
Regardless of whether they celebrate Lent for religious reasons or just want to show solidarity with those who do, many people will be giving up a luxury or a vice for the next 40 days…
3 Non-Romantic but Vital Things to Do on Valentine’s Day
With Valentine’s Day approaching, many of us are looking forward to flowers, chocolates, and candlelit dinners. But if you really love the significant other in your life, here are some vital but not-so-romantic things to do on Valentine’s Day…
Three Ways to Avoid Short Sighted and Ineffective Financial Decisions
I notice that many people approach their financial decisions like a math problem as if the right calculation will always solve the problem…
Is Your Financial Planner Who They Say They Are?
You’ve heard the saying, “Listen to what I say, not what I do.” Well it turns out many financial planners are asking you to do just that – they hold themselves out as financial planners when in actuality what they [Read more...]
5 Common Myths About Life Insurance Needs
Do you have enough life insurance to provide for your family if something were to happen to you? This is question I recently received and unfortunately, many people have no idea. After all, death and pushy life insurance agents are [Read more...]
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