Tag: financial planning

DON’T BE SCARED, BE PREPARED

Be prepared for when witches and goblins knock at your front door. These costumed candy-seekers are ready to descend on you. Better have the goods to ward off their tricks with sweets and smiles. By having the right resources you can guard against their mischief again this year. We know that behind these masks are […]

THE ARRIVAL OF FALL

THE ARRIVAL OF FALL With the end of summer we get ready for the arrival of fall. We put away t-shirts and shorts and break out jackets and coats. Leaves begin to take on magnificent color and drop from branches and limbs. The falling leaves remind us that the season is changing. Change is a […]

FINANCIAL PLANNING MONTH

Did you know October is financial planning month? This is a good time to review your plan and work on  the parts of it you may have forgotten. If you update your plan, this is the right time to begin to implement those changes. To celebrate financial planning month, here are five helpful tips for […]

NO SILVER BULLET

Since there’s no silver bullet, how do we measure success with our financial planning? How does your plan stack up? Many of us know how to set a goal, but fewer are able to evaluate how effective we are at achieving that goal. There is a lot of advice on the web and shared in […]

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