Archive | Spending RSS feed for this section
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 […]

Read full story Comments are closed
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 $ […]

Read full story Comments are closed
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 […]

Read full story Comments are closed
grocery inflation

$219,000 Just to Eat!

Most people are somewhat familiar with the “Rule of 72”. In financial circles it refers to how long it will take your money or a particular investment to double, given a fixed annual rate of interest. It is one of those formulas designed to be a quick ballpark calculation and not a scientific certainty. For […]

Read full story Comments are closed
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 […]

Read full story Comments are closed
Family Dinner Table

All in the Family

Why is it that communicating with those we love the most can often be so difficult? Talking with our spouses, our parents and our kids about money can be difficult for any number of reasons. More often than not it evokes unpleasant memories from childhood. Most of us have been taught that it is not […]

Read full story Comments { 0 }

Independence Day

INDEPENDENCE DAY  This week marks another Independence Day. In reflecting on what this means to me I am always brought back to the mighty men and women serving in our armed forces both now and in the past. I am eternally grateful to them for putting themselves in harm’s way so that I may enjoy […]

Read full story Comments are closed

This communication is strictly intended for individuals residing in the states of CO, CT, FL, MO, NC, NY, SC, TX, VA, WI . No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.