It’s 2013 so what’s next for your portfolio? At Preferred Financial Strategies it’s that time of year where we are getting courted by every money manager out there, or so it seems. As part of our due diligence process we are constantly researching, listening and exploring. Whether it’s the investment wholesaler, the Wall Street big wig […]
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 […]
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 […]
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