September is here and it is a good time to refocus on your finances and any other tasks still on your to-do list. With only a few months left of the year and the busy holiday time comping up.. take some time to review any outstanding items you still need to take care of this

It seems like summer always flies by. Here we are at the end of August and heading toward the last quarter of the year. You may have taken a break concentrating on your financial goals to spend more time with family, traveling and just enjoying the opportunities the summer months offer which is good to

We are at the halfway point of the year, and it is a good time to do a financial checkup. We encourage clients to meet with us at least once a year to review their portfolio. If you deal with a financial planner and have not yet done so this year, I suggest you call

It is good to have a retirement plan, and it should start with… When Do You Want To Retire? For some it is that magic age of 65. For others who are self-employed (like me) or who really enjoy what they do… that time is pushed down the road some. Regardless of the age you

As I age, so do my clients and although this is not a topic anyone likes to think about, let alone discuss, it is one that needs to be addressed. You are never truly prepared for the emotional loss, however, you can do some planning to help the surviving spouse be more financially prepared. Let’s

It is observed as a Nationwide effort to promote Financial Education to help people manage money better and plan for the future. Some ways to accomplish that are: 1. Create a household or personal budget that you can stick to. 2. Be aware of your credit score. Use credit wisely to stay out of debt.

March is a good time to focus on Spring Cleaning your finances and to make sure you have all your documents in order to file your taxes. 1. Taxes – Make sure you have all your documents in order to do your own taxes or take to a tax preparer. You want to make sure

I came across a term for February – Frugal February. It is described as a month-long financial cleanse designed to reset after the holidays but early enough in the year to set goals, look at your financial picture and put some good habits in place. If you are married, this is a discussion for both

January is said to be the month of new year’s resolutions, new beginnings or a fresh start. I always like to say it’s a time to set new goals. Perhaps that is because since I was about 20 years old, I have been self-employed with different business interests, so I got in the habit of

Here we are in December and close to the end of another year. It is a good time to take a look back at the Financial and Personal Goals you might have made for the year. Usually when you do this there will be some you have achieved and some that are a work in