5 Steps to Gaining Financial Wisdom
Financial wisdom is not about how much money you have. When we think of wisdom, most of us think of...
Why You Need a Long-Term Care Strategy
Having a well thought out long-term care strategy is critical to the success of your retirement plan. I was recently...
Are You Ready For Your Mid-Year Financial Fitness Checkup?
Periodically measuring your progress can help you stay on track to achieve your goals. At the beginning of the year...
5 Strategies for Keeping a Healthy Perspective on Your Investment Portfolio
Keeping a healthy perspective on your portfolio allows you to focus on what you can control which is a key...
Planning a Vacation? Make Sure Your Insurance Coverage is Up to Date
Having the appropriate insurance in place will give you peace of mind and contribute to a stress-free summer. Typically, this...
Are You Sabotaging Your Financial Future?
Why Smart People Sometimes Make Poor Financial Decisions. Everyone wants to make smart financial decisions but unfortunately a lot of...
6 Reasons to Update Your Financial Strategy
Update your strategy when you have a major life change to improve your success in achieving your financial goals. You...
9 Steps to Becoming Financially Fit in 2014-Part 5 of 6
Work with a professional that is giving you advice based on what’s best for you. Step 6: Meet with a...
9 Steps to Becoming Financially Fit in 2014-Part 3 of 6
The most important step towards becoming financially fit is to set clear financial goals. Step 4 Set Clear Financial...
Retirement Planning for Women is Key
Everyone faces challenges in achieving their long term financial goals, such as a successful retirement. But women seem to have...
