How I learned this valuable technique Last year a lot was written about dollar cost averaging, an old school investment strategy. What I have found is that many investors don’t really understand what it means. So I thought I’d provide an overview in our series on investment basics. I’m also going to share how I […]
At Preferred Financial Strategies we are challenging our clients to think about little ways they can improve their financial fitness in 2013. We are calling it the: 2013 “Get $ Fit Challenge” Each month I will ask our clients, our listeners and our readers to respond to a simple challenge that will help them become […]
Listen in as the Lake Norman Money Maven discusses Legal Basics with special guest Lauren T. Millovitsch from the Law Firm of Blanco Tackabery on a recent edition of Financial Strategies for Life. http://www.wsicweb.com/media/audio/preferred/01-15-2013-LegalBasic.mp3 Financial Strategies for Life, where we discuss everything financial, is also on the radio. Tune in every Tuesday morning from 8:00 – 9:00 […]
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