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Financial Planning and Strategies
Financial Planning and Strategies
Concentrating on the Financial Planning process
Aug 18, 2017
The Financial Process As every process, financial planning has steps that help you to make this process easier and even beneficial. So,...
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Love & Money: 4 Reasons to Talk Money with Your Partner
Feb 10, 2015
When you’re getting serious with someone, you’ll need to initiate many serious conversations — getting married, having...
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Are You 18 to 35? Read This Before You Spend Another Dollar
Jul 24, 2014
By Paula Pant. Do you think that just because you're young, you don't need to worry about money? Guess again. Whether you're a high...
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Your 10-point Financial Check-Up
Feb 24, 2014
To keep your car running smoothly, you need to give it an occasional tune-up. The same is true for your personal 'financial engine' - if...
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Finding the Appropriate Financial Prescription for MDs
Feb 24, 2014
Comprehensive financial planning is important for any investor seeking a secure financial future. But for physicians, effective planning is...
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Make Meaningful Milestones: Set Your Goals
Feb 24, 2014
"He who is fixed on a star does not change his mind." - Leonardo Da Vinci Have you ever thought about how powerful setting specific...
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Benchmark Your Current Financial Reality
Feb 24, 2014
In my previous articles, I talked about clarifying those things in life that are truly important to you - your values. I also discussed...
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Investing vs. Paying Off Debt
Feb 24, 2014
It can be difficult to decide where to allocate your funds when you want to both increase your investment portfolio and reduce your...
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Base Your Plan on What's Important to You
Feb 24, 2014
"When your values are clear, your decisions are easy." - Roy Disney If managing your financial future were an Olympic event, would you...
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Having a Sound Financial Plan is Key
Feb 24, 2014
Before you start investing your family's hard earned assets, having a sound financial plan in place is the key to making sure your...
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Some Straightforward Planning Can Help You Build a Better Future for You and Your Family
Feb 24, 2014
This year, tax laws take effect that impact investors in a variety of ways. There's plenty of good news: Investors can save more for...
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Financial Strategies for Major Life Events
Feb 03, 2014
As you encounter major life events, different financial matters will be of primary concern. For instance, your financial concerns when you...
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Finite, Not Infinite: Getting Your Financial Life in Order
Feb 03, 2014
"I'll get to it tommorrow." "We have plenty of time. " "I don't have to worry about that for 20, 30 or 40 years. " "I can't think...
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The Importance of Capital
Feb 03, 2014
It is critical that the American public begin prioritizing capitalizing their personal finances. The average family spends 34.5% of every...
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Financial Planning Is Your Roadmap
Feb 03, 2014
I know that many of you, especially if you are self employed, don't always stick to a plan when it comes to managing your finances....
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Investing Through Different Life Stages
Feb 03, 2014
Investing is a lifelong process, and the sooner you start, the better off you'll likely be in the long run. The first part of that process...
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Become A Millionaire By Spending Like One
Feb 03, 2014
Did you know that a large percentage of today's millionaires have accumulated their wealth in one generation. No we are not talking about...
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Reality-Based Planning Towards True Wealth
Feb 03, 2014
There is another approach, which I believe makes much more sense, one based less on pie-in-the-sky and more on what we can realistically...
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How Useful Are Financial Rules of Thumb?
Feb 03, 2014
Financial rules of thumb are designed to give you quick guidelines for your finances. However, you shouldn't follow them without giving...
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Your Path to Your Financial Goals
Feb 03, 2014
By definition, achieving your financial goals requires the accumulation of financial assets. How quickly you accumulate the needed assets...
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The Importance of Investment Policy Statements
Feb 03, 2014
Whether you are the fiduciary of a pension plan or an individual investor, one of the most important steps you can take in your investment...
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Don't Sabotage Your Financial Goals
Feb 03, 2014
One of the surest ways to sabotage your financial goals is to take on an excessive amount of debt. Unfortunately, it's not difficult to...
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