Tag Archives | Financial Future
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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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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MaleCaregiver2

Men Do It, Too!

The Caregivers Challenge Let’s Hear It For The Boys! This post is a personal one. It’s a public thank you to all the guys out there who are stepping up to the challenge; the challenge of caregiving. Guys… I’m speaking to you… you know who you are. Caregivers come in many shapes and sizes.  Some […]

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Holding Hands with Elderly Patient

Long Term Care Insurance – Is it Right For You?

Sara and I are finding that we are having more and more conversations with clients in regard to Long Term Care planning. Many of our clients are caring for aging parents and recognizing the challenges this creates for families.  The baby boomer generation has brought with it a unique set of challenges. Greater numbers of […]

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key retirement benefits

4 Key Benefits for Establishing a Small Business Retirement Plan

Are you a small business owner? Have you  considered establishing a retirement plan for yourself as well as your employees? Or maybe you work for a small business and would like to encourage the owner to establish a retirement plan. Here are 4 key benefits that make the case for establishing a retirement plan for your business. […]

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grandparents

CELEBRATING GRANDPARENTS

National Grandparents Day is September 09, 2012, a day for us to honor grandparents. These are the folks who make our homes, our communities, our neighborhoods and our families special. Like so many things in life, the thing about grandparents is they come in all shapes and sizes. Some we are related to, and some […]

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financial-planning-leaving-your-legacy

Legacy Planning – Give it YOUR way!

Legacy planning is a big part of the financial planning process. We help families develop strategies for taking care of the next generation in many different ways. We often ask clients, “What’s the purpose of your money?” Some family legacies are about money some are about memories and some are fortunate enough to be both. […]

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groceries

CPI – Real Number or Pie in The Sky?

No doubt you have heard repeatedly about the CPI.  No, this isn’t a professional designation!  CPI stands for the Consumer Price Index. The CPI, a common measure of inflation, is discussed monthly with the various reports that come out from the government.  What does the CPI mean to you?  Is it a real number?  How […]

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WomenandMoney

Ladies Only Event – Take Charge of Your Financial Future

Ladies Only – The Complete Financial Management Workshop Ladies take charge of your finances today. Build a brighter financial future. 4 Week Ladies Only Workshop  Monday’s 6:30 – 8:30 p.m. Beginning Sept 17, 2012 (Last session is Monday Oct 8, 2012) With so much financial information available — and so many financial options — it’s easy […]

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401k Rollover

10 Costly 401(k) Rollover Mistakes – Timely Topics

Introducing Timely Topics, articles and commentary on topics of interest in today’s headlines. From time to time we may want to address a topic in more length than what a traditional blog post would allow. These articles are a result of client questions, media hype or news and commentary that we think might be of […]

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