Financial Strategies for Life – On the Air Featuring: The Lake Norman Money Maven Financial Strategies for Life is now on the air. You can check out the live broadcast every Tuesday morning from 8:00 – 9:00 am on WSIC 1400 AM if you are local. For those that are not local you can listen via a […]
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 $ […]
With time running out, dramatic last-minute negotiations to avoid the fiscal cliff resulted in the American Taxpayer Relief Act of 2012. (It may have helped us avoid the fiscal cliff but I’m not sure how much relief it provided!! ) Learn More in this market update: ATRA2012
2012 – The Year in Review 2012 was one for the year books. But then haven’t we said that every year in recent history? After all is said and done The Bulls have it! When I reflect back on 2012 I think of it as the year of the sound bite. Looking back… There was much to […]
Preferred Financial Strategies was one of just two donation sites in Mooresville, NC for Kobe Cares, a pet supply drive during the Holidays. Jen Lidstrom, a chiropractor, lost her dog Kobe after 13 years of faithful and loyal companionship. To keep his memory alive and be certain his legacy lives on, she initiated the Kobe […]
About Sara Seasholtz, CFP®
Sara Seasholtz, CFP®, shares her financial insights and wisdom helping generations of families and small businesses realize greater financial independence, enjoyment and reward.
generations of trust…decades of knowledge…since 1979