Meet the Millennials Step aside baby boomers and make room for the millennials. Sorry to disappoint, but you are not the only game in town anymore. Now “everyone’s a winner!” For the longest time we have been hearing a great deal about the impact of the baby boomer generation and their potential to transform […]
About Mary Jo Lyons
Mary Jo Lyons, CFP® is a registered assitant with extensive expertise in designing financial strategies to help clients achieve their financial goals. Have a financial question? ASK MARY JO!
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
May the spirit of the season fill your hearts and homes with love and good cheer and may 2013 bring you plenty to smile about! Merry Christmas and Happy New Year From all of us at Preferred Financial Strategies
I’ve got a lot of living left to do! Isn’t that the name of a song? Planning today for tomorrow’s uncertainty doesn’t have to mean you have one foot in the grave. In fact it can help you feel quite the opposite. Planning ahead can add confidence and provide a sense of calm amidst […]
Are You Fifty and Fabulous? I started to say Fun, Foxy and Fifty but that sounds like a saying on cocktail napkin. If you are fifty and fun, foxy or fabulous then this article is for you. Feeling like you need to make up for lost time… that is in regard to your retirement savings? […]
Ladies! Have you noticed that we are experiencing a female power surge? In the recent election we saw a broad sweep of women elected into public office. So much so that we may have just elected the woman who is destined to become our first female president. One can hope anyway! If you watched either […]
Don’t be boring. Words to live by. At least they are in the blog world. Blogging is a great way to learn from industry experts, stay abreast of current thought leaders and identify new trends. As you may already know there are blogs out there in the blogosphere about every subject imaginable. You guessed it… there are even blogs […]
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 […]
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 […]
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