Tag: Financial Planning

CFO

Who is Your Personal CFO?

Chief Financial Officer (CFO) – noun: The person responsible for managing financial actions of a company. Duties include tracking cash flow and financial planning as well as analyzing the company’s financial strengths and weaknesses and proposing corrective actions. – Investopedia.com Okay. You may not own a company – or maybe you do – but that’s…
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February 2, 2021 0
Elf

Elf on the Shelf Money Advice

Money is funny! You need it, but you don’t. You can be a SCROOGE Or you won’t! There is enough to go around Yet some of you get bound… So remember what it’s for God, food, and a little more. Things don’t last, but You always have memories PAST! Earn, give, save and receive This…
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December 21, 2020 0
Google

The Most Googled Money Questions in 2020

If you’ve ever wondered what your financial advisors do with their free-time, here’s your answer: Google geeky things like this. This happens to be one of my favorite things to look at each year. It gives us an indication as to where we are from a financial literacy perspective. This year’s list was very interesting.…
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December 15, 2020 0
Election

Election Results and Your Next Steps

Leading up to the election, we focused on several areas in your life that the results could have major impact on. Right now – post election – is the time to prioritize your to do list in light of the results. As I sit here writing, the presidency is still uncertain. Yet the House and…
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November 10, 2020 0
Complicated

Money Doesn’t Have to Be Complicated

Let’s just lay it out on the table: money often brings out the extreme in people. Money is a frustrating topic. You find two-sided information on every topic you search regarding money. Everyone you know seems to know everything about what you are going through. And caution! Marriage counseling may be required. It can be…
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October 20, 2020 0
Opportunity

The Opportunity in the Mirror

Remember when buying a coke was a treat and eating out for dinner was a true luxury? When you’d get a hole in your pants and your Mom would fix them – not throw the pants away?  When you walked down the street and truly overweight people – especially children – were few and far…
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October 13, 2020 0
COVID

COVID 19: The Personal Finance Test of a Lifetime

Perhaps you will be able to weather through this pandemic financially, but chances are that someone close to you will not. Pass this along. It may just save someone’s financial future. Transunion is monitoring the financial impact on U.S. Consumers weekly. In their latest report using data from the week ending March 30th, 3 out…
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April 13, 2020 0
Vitals

Have You Checked Your Financial Vitals?

Have you ever wondered why the doctor has your “Vitals” checked at the beginning of every visit?  Well, let’s look at the definition of “Vitals.” Vital Signs are a group of four to six most important signs that indicate the status of the body’s vital (life-sustaining) functions.1. I want to highlight the phrase “life-sustaining.” If…
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February 3, 2020 0
Debt

Be Done With Debt…

…or at least bad debt. Marlene Satter is an author at ThinkAdvisor who recently wrote a piece called the 10 Scariest Retirement Statistics: 2019. 1 The title was very fitting. Much of the statistics were centered around debt. Take a look: Credit Card interest in 2018 was $113 billion – with a projected growth of…
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November 13, 2019 0

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