financial planning

Financial Planning – Your Investment GPS
  • Financial Planning – Your Investment GPS

Financial Planning – Your Investment GPS

By |September 2nd, 2016|

The following post was originally published on Wealthminder

A recent Wealthminder survey found over 70% of individuals don’t have a formal financial plan.  Most of these people wouldn’t dream of starting a project at work or making a major purchase without having a solid plan of attack.  So, why are they willing to leave their financial […]

Top 5 Mistakes Investors Make
  • Top 5 Mistakes Investors Make

Top 5 Mistakes Investors Make

By |July 20th, 2016|

The following post was originally published on Wealthminder
The difference between successful investors and unsuccessful ones is often as simple as doing a few things right and steering clear of some common mistakes.  Avoid these 5 traps and you’ll be well on your way to achieving your financial goals.

Don’t Fly Blind
Would you start a major project […]

4 Ways Your Wealth Is Hijacked
  • 4 Ways Your Wealth Is Hijacked

4 Ways Your Wealth Is Hijacked

By |May 6th, 2016|

The emphasis put on the stock market can act like a giant magic show, leaving us oblivious to where most of our wealth is eaten up, systematically, month after month. This cannibalization of wealth happens no matter if the stock market is up or down. Let me share with you 4 ways your wealth […]

8 Proven & Practical Ways to Catch-Up with Your Retirement Savings Contributions
  • 8 Proven & Practical Ways to Catch-Up with Your Retirement Savings Contributions

8 Proven & Practical Ways to Catch-Up with Your Retirement Savings Contributions

By |January 6th, 2016|

Those of you who started saving for retirement really late or have fallen behind with the contributions can consider the following options to make the most of their investments.
1. Capitalize on Contribution Levels
Contributing towards a salary deferral or investing in an automatic plan is a great way to fund your retirement. You can make […]

Five Financial Things to Do Before Year End
  • Five Financial Things to Do Before Year End

Five Financial Things to Do Before Year End

By |November 24th, 2015|

By Linda Davis Taylor,
Author of The Business of Family: How to Stay Rich for Generations

The end of a year is filled with so many things — holidays and family, goal-review and goal-setting, and decluttering (closets, desks and paperwork) so you can start your new year organized. While it can be challenging to get everything […]

Financial Planning for Families With Special Needs Children
  • Financial Planning for Families With Special Needs Children

Financial Planning for Families With Special Needs Children

By |September 17th, 2015|

It’s a fact that children with special needs can bring their share of love and challenge to any family. With autism rates rising around the country, this has become an issue that is on the mind of anyone who is planning to have children. For families who already have children with any of the […]

6 Things You Need to Know About Making a Will
  • 6 Things You Need to Know About Making a Will

6 Things You Need to Know About Making a Will

By |September 8th, 2014|

Scarily, according to Which?, one in three people die without having created a Will. Making a Will is one of the most serious commitments anyone can engage in, and it is important to have access to all the correct information to ensure that no mistakes are made. It has the potential to be a […]

Top Secrets Revealed: Total Money Makeover That Can Change Your Life
  • Top Secrets Revealed: Total Money Makeover That Can Change Your Life

Top Secrets Revealed: Total Money Makeover That Can Change Your Life

By |May 1st, 2014|

The following is a guest about money makeover. If interested in submitting a guest post please read my guest post policy and then contact me.

Bills, mortgage, loans and debts – who doesn’t have them? Without a doubt, only a few are living a peaceful, debt-free life. While the greater majority aspires wealth, I believe […]

Long Term Investments - How to Get it Right
  • Long Term Investments - How to Get it Right

Long Term Investments – How to Get it Right

By |April 15th, 2014|

The following is a guest post about long term investments. If interested in submitting a guest post, please read my guest post policy and then contact me.

It does not take a financial wizard to figure out that long term investment always pays if you choose the right investment tool and processes. It is a […]

Investing for Beginners: How to Make Your Money Work for You Like a Boss
  • Investing for Beginners: How to Make Your Money Work for You Like a Boss

Investing for Beginners: How to Make Your Money Work for You Like a Boss

By |August 28th, 2013|

The following is a guest post about investing for beginners. If interested in submitting a guest post, please read my guest post policy and then contact me.

If you are a beginning investor you probably want to learn how to make your money work harder for you without suffering through unwanted setbacks. You can do […]