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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,...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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....

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...

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...

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...

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...

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...

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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