Tag: financial plan

Celebrate Your Financial Independence Day

In honor of our nation’s birthday, I’d like to say Happy Fourth of July to all our readers!  In the United States, there are certain...

What Does Financial Planning Really Mean?

There are many terms used to describe the services of a financial advisor.  Some of these include wealth management, financial planning, and investment management. These...

5 Tips When Coming Into a Large Sum of Money

Coming into a large sum of money can be both a blessing and a curse, depending on how you deal with the financial AND emotional...

Current Economy is Like The Plow Horse

Imagine a farmer hitching his horse to plow a large field. The horse likely starts off strongly, at a quick pace. As he works his...

Three Traits of Good Investors

There’s a lot to consider when it comes to retirement investing. Some worries that may arise include how much to save, how often, what to...

Better Save for Retirement with The Whole Picture

When it comes to financial planning, especially for retirement, many people only see what they have saved and fail to plan and set goals based...

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