Tag: 8 Life Planning Issues

8 Life Planning Issues

What Are the 8 Life Planning Issues?

When it comes to money, everyone seems to have an opinion. Talk to your friends, family, coworkers, or neighbors, and you’ll likely hear ten different answers to the same financial question. One person swears by real estate. Another believes the stock market is the only path to wealth. Someone else insists on paying off every…
Read more


June 30, 2026 0
8 Life Planning Issues

Preventative Financial Care

The August 2008 Money Magazine offered up an article of several successful individuals talking about the smartest financial advice they have ever received. Billionaire and CEO of Virgin records, Richard Branson shared a story about his lack of knowledge in the financial realm and being humble about what you don’t know. Have you ever noticed…
Read more


April 19, 2023 0

Securities offered through Calton & Associates, Inc. member FINRA and SIPC, a Registered Investment Adviser. SEC registration does not imply a certain level of skill or ability. Investment advisory services offered through Smart Money Group, LLC, a Registered Investment Adviser. Smart Money Group, LLC and Kennedy Financial Services are not owned or controlled by Calton & Associates, Inc.