Tag: Financial Planning

You likely have many teams in your life.  You may have a dentist, doctor, and maybe even a therapist that helps you manage your physical and mental health. The same goes for people who support you during critical life events ...

Can you believe 2020 is less than four months away? Do you know the state of your personal finances? If you need some help preparing for the New Year, then you’ve come to the right place! I'm sure you want ...

  Various parts of the Bible speak of seven deadly sins, any one of which can lead to damnation. Those sins are: envy, gluttony, greed, lust, pride, sloth, and wrath. These negative traits and characteristics are best avoided because they ultimately cause ...

Any type of financial crisis can wipe out your savings account and have you saying goodbye to your safety net or financial cushion. While adjusting your budget after a financial downfall can help you get things back on track, you’ll ...

It’s hard enough to save and plan for retirement. So why make it even more difficult by committing costly mistakes? Here are 5 blunders that can derail your plans to retire in comfort and peace. 1. Following the herd Who ...

If one of your New Year’s resolutions for 2012 is to improve your finances in some way, join the club. According to a survey from TD Ameritrade, 73% of Americans will make at least one money-related New Year’s resolution. Regardless ...

In my previous column, I explained three red flags about your finances that you should be concerned with fixing immediately. Those previous three issues might seem like obvious economic problems. But what about three factors that are not as obvious? ...

If you’re ready to get your finances in tip top shape for the New Year, there is one simple strategy that can help you achieve economic security and success. The strategy is to ask yourself “What if?” and then come ...

Q: Two years ago I lost my job working at a New York bank making about $85,000 per year. Prior to my layoff,  my financial situation looked something like this: Assets Savings of about $18,000 $60,000 in my 401k A ...

A proper financial plan provides you with a snapshot of where you are today – in terms of assets and liabilities, and your current cash flow. It also outlines your short, medium, and long-term goals, such as saving for a ...

Life never goes exactly according to plan, which is one reason 42-year-old Jeannine McCurrie knows how important it is to have a financial back-up plan. McCurrie was just 29 when her 32-year-old brother was shot and killed, leaving behind three ...

Q: I am 26 and behind in the investing game. My bank offers a Roth IRA and i'm going with that. I was thinking about going with Edward Jones for a 401(k). Is this a good idea? A: Congratulations on getting ...

Q: I owe Dell Computer about $3,000 due to lack of payment. I tried to pay them monthly but they won’t accept that. They want a settlement of $1,800 or payment of $450 a month which I do not have. ...

If we’re honest with ourselves, many of us will admit that so much of what we spend money on – and why we spend money – is tied to our emotional state. Sometimes we spend money completely on a whim ...

There’s no better time than the present to kick your finances into high gear. But why limit yourself to just making a single financial New Year’s resolution in January when you can plan a series of smart financial moves for ...