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
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 […]
Legacy planning is a big part of the financial planning process. We help families develop strategies for taking care of the next generation in many different ways. We often ask clients, “What’s the purpose of your money?” Some family legacies are about money some are about memories and some are fortunate enough to be both. […]
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