ABCs

5 Transition Points In Life That Call for a CERTIFIED FINANCIAL PLANNER

I spent one summer listening to a lot of Jerry Jeff Walker. To me, he’s famous for the chorus he wrote in one particular song, Lovin’ Makes the Livin’ Worthwhile.  It’s a love song focused on rolling with whatever life throws at us and accepting that “the only sure things are taxes and dying.” He’s… Continue reading 5 Transition Points In Life That Call for a CERTIFIED FINANCIAL PLANNER

ABCs

7 Year End Financial Planning Considerations

As we flip the page to December, we often turn our attention to shopping, holiday parties, gift giving and family gatherings. It may seem like just yesterday you were planning your 4th of July, or your weeklong summer vacation. Sure enough though, Thanksgiving has passed, electric bills are skyrocketing from all the lights and Christmas… Continue reading 7 Year End Financial Planning Considerations

ABCs

ABC’s of Financial Planning

Last week we discussed some common financial planning mistakes that even financially conscientious people make. With as complicated as our financial lives can be, it’s understandable that we sometimes lose focus on the main parts of our plan and simple things end up slipping through the cracks. When you find that happening, take a step… Continue reading ABC’s of Financial Planning