In order to get there, you have to know where you’re going! Would you take a road trip without a map or a GPS? Financial planning is the process of wisely managing your finances so that you can achieve your dreams and goals – while at the same time helping you negotiate the financial barriers […]
There’s no such thing as a free lunch…or a free dinner Guest Post by Lauren T. Millovitsch, Esq. (learn more about Lauren at the end of this post) If you’re retired or approaching retirement, you’ve probably received a few invitations in the mail for estate planning seminars. Generally, they reel you in with […]
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. […]
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 […]
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