Viewing entries tagged
Financial Planning

The Changing Face of America: Dual Income Families

The Changing Face of America: Dual Income Families

The concept of the “traditional” American family is continually changing. The dual income family—with both spouses maintaining separate careers and contributing to the financial success of the household—has now become commonplace.

3 Financial Planning Steps

3 Financial Planning Steps

Organization, efficiency and discipline are the three primary steps of financial planning. Organization is knowing where your money comes and goes. An efficient portfolio means a better chance of profits, and discipline keeps you on the right track.

EMPTY NESTERS

EMPTY NESTERS

One commonality that can be found in parents across virtually all species in the animal kingdom is the will to sacrifice life and limb to protect and provide for their offspring.

Schedule Your Financial Checkup

Schedule Your Financial Checkup

Most people think that Financial Advisors are about managing millions of dollars by choosing investments, and they are partly right.  However, most people forget that advisors can only invest what you have and that a real problem in the middle class is a lack of planning and financial discipline.