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GPS Device

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

Get “$” Fit Challenge- January 2015

Every year we set new resolutions, but often times we do not achieve them. This does not mean we are bad people, it means we are human!! We need to start looking at them as goals that can be achieved! I think it is important to set objectives during your journey to achieve your ultimate […]

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financially fit 2

Get “$” Fit Challenge- December 2014

I think during that shopping is a huge part of the Holidays. It is important to keep in mind ways to save and be successful when shopping for the things you really want. Due to this I thought it was important to re-share this blog with you! I’m sure many of you went out in […]

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Money House

What To Do Before You’re 30!

The Millennials are known for many things, but having their financial house in order by the time they are 30 is not one of them. Millennials can get there by following easy steps. One easy step is to have a year’s salary invested in a retirement plan.  I always say you should put at least […]

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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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Green Line 2

Have You Watched TV Lately?

Marketing geniuses would have you believe that there is magic in retirement if you just stay on the green line. Or that all you have to do is figure out what your number is. If it’s so out of reach it might as well be a $Gazillion. Then you could just randomly throw money at […]

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Olympic Behaviors

Olympic Behaviors

What’s your medal in? What are you working toward?    By the time you read this the 2012 Olympic events will be well on their way to entries in the history books.  We will be relishing thrilling victories and agonizing defeats.  Past champions limelight will be lavished on new individuals.  Personally I’m rooting for Michael […]

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Lone Cypress

WESTERN ROAD TRIP – UPDATE

Since we’ve returned, and even during the trip we were asked, “What’s your favorite part?”  Stumped, neither Will, Sara Kathryn nor I could easily articulate one answer to this seemingly basic question.  Many reasons exist for our delayed responses.  Was there just one thing that captured us?  I don’t think there was.  Each new exposure […]

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Wedding Rings

Yours, Mine & Ours: Ten Tips for Talking to Your Partner About Money

This can be one of the most difficult of all unions but it doesn’t have to be. Since I started thinking about writing this blog I seem to keep having a recurring thought…If I had only known. This is true on so many levels that I toyed with the idea of making that the name […]

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Monopoly Money

Raising Financially Savvy Kids

During the 1990s it may have seemed like money grew on trees. We had a robust market where investment portfolios grew significantly and a lot of people used their home equity as a line of credit. In the last 10 years this has changed. Just as it’s important to talk to your aging parents about […]

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