Tag Archives | Financial Planning
Credit Card Capture

Credit Cards: Is It Time To Bring Them Out To Play or Keep Them In For A Rainy Day?

Credit Cards are the cherries conveniently placed on top of our ever-growing loans.   Credit cards are not cash. They are a loan that must be repaid. Managing credit is a Smart Financial Strategy For Life! Credit cards are a fact of life and they are not going away by themselves anytime soon. Since the […]

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financially fit 2

Get $ Fit Challenge – April

Financial Literacy Where do you turn to learn more about financial topics? April is financial literacy month. Our Get $ Fit Challenge for April is in keeping with this theme.  There are many great resources available today to help educate us on everything financial. The most obvious is the internet. The challenge with the web is that […]

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B&W Palm Tree

RETIRE EARLY, REALLY EARLY

It can be done, read how!   Are you looking forward to retiring early? Many of us would love nothing better. Some are figuring out how to retire as early as 40. Check out this recent article from USA TODAY http://www.usatoday.com/story/money/personalfinance/2013/03/26/extreme-early-retirement-30s/1997363/ I suppose it depends on just how frugally you are willing to live. For those […]

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tax savings

March – Get $ Fit Challenge

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 […]

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Rosey the Riveter

Ladies – Are You Ready?

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 […]

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wax on wax off2

Don’t Be Boring!

 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 […]

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key retirement benefits

4 Key Benefits for Establishing a Small Business Retirement Plan

Are you a small business owner? Have you  considered establishing a retirement plan for yourself as well as your employees? Or maybe you work for a small business and would like to encourage the owner to establish a retirement plan. Here are 4 key benefits that make the case for establishing a retirement plan for your business. […]

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groceries

CPI – Real Number or Pie in The Sky?

No doubt you have heard repeatedly about the CPI.  No, this isn’t a professional designation!  CPI stands for the Consumer Price Index. The CPI, a common measure of inflation, is discussed monthly with the various reports that come out from the government.  What does the CPI mean to you?  Is it a real number?  How […]

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401k Rollover

10 Costly 401(k) Rollover Mistakes – Timely Topics

Introducing Timely Topics, articles and commentary on topics of interest in today’s headlines. From time to time we may want to address a topic in more length than what a traditional blog post would allow. These articles are a result of client questions, media hype or news and commentary that we think might be of […]

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The Mortgage Planner

To Pre-Pay or Not to Pre-Pay

Sara and I get asked this question a lot from clients. Is there a benefit to paying off my mortgage early? The answer is most always… Well that depends. Everyone’s situation is unique.  Our friend and business colleague Brad Roche, also known as The Mortgage Planner addresses this question quite nicely in his online magazine […]

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