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financially fit 2

Get “$” Fit Challenge- November 2014

Feeling Charitable? Where does all the money go? Around the Holiday season it seems that donation requests from charities increase.  Now, don’t get me wrong – my phone at home rings at least 2-3 times a week with solicitations from one organization or another.  It can get rather annoying.  These calls bother me as much […]

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Lilly Scarlet

Pets Prosper from PFS Donations!

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 […]

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Christmas Costs $107,300 in 2012!

WOW!  Christmas costs $107,300 this year!  That’s a 6.1% increase over last year! One way of tracking inflation is to price the 364 items named in the song, “The Twelve Days of Christmas”.  We’ve all been singing this since we were kids although I doubt most of us would want most of these items! A […]

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Charitable Giving

Doing Good – Charitable Giving 2012

As the holiday season approaches, with the end of one year and the start of another, we pause to give thanks for our blessings and the people in our lives. It is also a time when charitable giving often comes to mind. Charitable giving can be enhanced using income tax deductions, and so it can […]

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Are You a Family Steward?

Years ago I was doing some research on the different types of investors. I came across a type known as The Family Steward. This has always struck me as odd. I thought to myself isn’t everyone a family steward? I guess the answer is no. Who knew? What does it mean to be a family […]

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Family Dinner Table

All in the Family

Why is it that communicating with those we love the most can often be so difficult? Talking with our spouses, our parents and our kids about money can be difficult for any number of reasons. More often than not it evokes unpleasant memories from childhood. Most of us have been taught that it is not […]

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Dollar bill folded into a heart

Six Steps to Maximize Your Charitable Giving

Still doing good, but with less. Most of us have been impacted in one way or another by the new economic reality. If we haven’t been personally affected we are concerned about what tomorrow may bring. We are all trying to stretch what we have even it’s simply to save more. Even though budgets may […]

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