By K. Bridget Schneider, CFP®, CRPC® Whether we admit it or not, money plays an important role throughout our lives. Learning how to responsibly and smartly handle money is necessary for our children’s future financial success. Unfortunately, that isn’t a lesson our kids get in the classroom. Raising financially savvy kids happens over time by […]
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By Joe Globensky, RFC® If you’ve ever debated the value of a financial advisor, this blog post is for you. Of course, as a financial advisor, and owner of a wealth management company, naturally I’ll say we bring value to all our client relationships. But there are four key areas where I may be able […]
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By K. Bridget Schneider, CFP®, CRPC® Cash flow is the movement of money into and out of your household. You will either have positive cash flow or negative cash flow depending on if you have more money coming in or more money going out. Negative cash flow creates a shortage in your budget. Understanding your […]
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You’ve probably heard the terms Gen X and Millennial, but may not be exactly sure what ages they refer to.
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Being the sole income and provider for your family can be stressful. Despite this challenge, financial planning isn‘t impossible for a single parent to do. Let’s consider these five key rules of financial planning as they relate to single parents.
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How do you save to fund health care expenses in retirement? It takes time and discipline. But there are options to alleviate the rising costs.
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