Tag Archives | #FinancialStrategiesForLife
Alcoholism-In-Young-Adults

Do You Know About The Young Adults In Our Country?

In an April 2017 report, the U.S. Census Bureau examines changes in young adulthood over the last 40 years. The study looks at how the economic and demographic characteristics of young adults (ages 18 to 34) have changed from 1975 to 2016. The report defines adulthood as a period in life associated with common experiences […]

Read full story Comments are closed
Happy-Thanks-giving-day

Happy Thanksgiving!

Thanksgiving Day will be here before you know it! I’ll be cooking up my annual turkey, corn pudding, stuffing, and all the other goodies my family appreciates and wants for our holiday meal. We share our table with friends and those who don’t have family locally or at all. Do the same; invite someone to […]

Read full story Comments are closed
financialAid101

Financial Aid 101

Many parents pay for college with a combination of current income, savings, and financial aid. By learning the basics of financial aid, you’ll be able to understand how the aid process works and compare the aid awards your child receives. What is financial aid? Financial aid is money distributed primarily by the federal government and […]

Read full story Comments are closed
bca4

Get $ Fit Challenge- October

Today’s blog is from our Social Media Coordinator Sara Howard. This is my story… Life Experience Can Change Everything… This year’s Breast Cancer Awareness month has seemed to evoke new emotion in me.  I have not had breast cancer yet, but grew up with a Grandmother who had and kicked its booty. My Grandmother Irene was […]

Read full story Comments are closed
pfs millennials

Millennials, The Unknown Generation

Are You on the Same Wave Link As Them? As Business owners and parents it is important to remember the future of our companies and of society are millennials. I try to take the opportunity to learn from them and see how their suggestions can fit into my business. Having two millennial children also helps me to see and […]

Read full story Comments are closed
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 […]

Read full story Comments are closed
availability-bias

Behavioral Finance: Availability Bias

Any financial decision we make is based on our behaviors. It is important to understand how our behaviors can translate to and impact our financial future. As an everyday investor it is important to understand availability bias. Understanding these concepts and their possible impacts on our financial decisions is an important Financial Strategy For Life!   The link(s) […]

Read full story Comments are closed
career_tips_for_recent_grads

Even New Graduates Need Financial Tips!

Personal Finance Tips for New Graduates You’ve marched along to Pomp and Circumstance and collected your diploma–now you’re ready to finally head out on your own. Maybe you have student loans that you need to start paying back. Perhaps you’re looking forward to making your first car purchase or starting a new job. Whatever your […]

Read full story Comments are closed
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 […]

Read full story Comments are closed
home rudct

What’s The Difference Between Rate Reductions Vs. Price Reductions?

I recently received a short excerpt from Brad Roche a business friend and client of mine, and I thought it was worth sharing. ~ Sara Rate Vs. Price Reductions Everyone wants to get the best deal when buying a home. However, for potential buyers who are waiting to see if home prices come down a little […]

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.