Archive | August, 2016
Estate Planning 2

Kids are Smart! Teach them Early!

Financial Education for Children. Have you started educating your children about financial basics? It is always best to start at a young age, but it is never too late. At a young age, our children are able to understand what money is and how it is used through observing us. Here are some key basics […]

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ira-vs-401k

5 Things You Can DO With an IRA That You Can’t With a 401 (k)

All retirement plans are not alike. Many individuals leave their 401(k) plans with the employer sponsor long after they aren’t working in that job any longer. Quite often I meet with clients who have four or five 401(k) plans at different employers. These are hard to keep up with and many times the plans are limited in the investment […]

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Credit Card Capture

Credit Cards: Is It Time To Bring Them Out To Play or Keep Them In For A Rainy Day?

Credit Cards are the cherries conveniently placed on top of our ever-growing loans.   Credit cards are not cash. They are a loan that must be repaid. Managing credit is a Smart Financial Strategy For Life! Credit cards are a fact of life and they are not going away by themselves anytime soon. Since the […]

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