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Financial Planning – Why you need to do it!

In order to get there, you have to know where you’re going! Would you take a road trip without a map or a GPS?  Financial planning is the process of wisely managing your finances so that you can achieve your dreams and goals – while at the same time helping you negotiate the financial barriers […]

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financially fit 2

6 Topics To Discuss With A New Graduate

A word to new college grads from the #LKNMoneyMaven! Now that the summer is over and many college grads are settling into their jobs, they face new financial realities. High student debt, little savings, and a short credit history. OH MY!  Does this sound like you? Here are six topics I often discuss with a […]

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risk

Don’t Be Fooled!!!

What’s your RISK score? There are all types of risk in life. Certainly with investments, particularly your retirement plan, there are many types of risk to consider when reviewing performance, when the money will be needed, and the time frame you have both before needing to access funds and how long they will last once […]

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Sara on Radio (3)

Adoption

Financial Strategies for life – On the Air Things that impact you and your family.  Listen In! Sara chats with Midge Suite-Arnold from Step by Step Adoption Consultants. In this broadcast of Financial Strategies for life Sara and Midge talk about adoption, the adoption process and how to plan for the financial impact of adoption. Click on link […]

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It's Raining on Sunshine

Sunshine and Umbrellas

  Is your Umbrella up even on a sunny day? This isn’t a crazy question! I’m referencing a very important type of insurance coverage that most people don’t have.  Too many don’t even know about it.  That type of coverage is Umbrella Liability Coverage.  Have you heard of it? We live in a society where […]

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changing-daylight-savings-time

Daylight Savings Time!

It’s that time again! Ah, another hour of beauty sleep gone! Who doesn’t love that? Remember to turn your clocks forward before you go to sleep March 8th because daylight savings time begins March 9th at 2 a.m. Daylight Savings Time was first suggested in 1784 by Benjamin Franklin. Even though Franklin was the first […]

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Retirement Anxiety 3

Is retirement a source of anxiety for you?

How do you feel when you hear the word “retirement”? Do you feel comfortable knowing your future is taken care of?  Or, do you feel anxious because you’re not sure? If you are someone who feels anxious, you are not alone. In Franklin Templeton’s new survey it shows how many of us really do have […]

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financially fit 2

Get $ Fit Challenge – February

  At Preferred Financial Strategies we are challenging our clients to think about little ways they can improve their financial fitness. We are calling it the: “Get $ Fit Challenge” Each month we will ask our clients, our listeners and our readers to respond to a simple challenge that will help them become more financially […]

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financially fit 2

Get $ Fit Challenge

It’s that time of year! You know… the time that most people think about fitness and resolutions. However I’m not talking about physical fitness… I’m talking about financial fitness. At Preferred Financial Strategies we are challenging our clients to think about little ways they can improve their financial fitness. We are calling it the: “Get $ […]

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I'm Hooked - MJ's First Sailfish

Can You Do the Happy Dance Yet?

  I’ve got a lot of living left to do!   Isn’t that the name of a song?   Planning today for tomorrow’s uncertainty doesn’t have to mean you have one foot in the grave. In fact it can help you feel quite the opposite. Planning ahead can add confidence and provide a sense of calm amidst […]

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