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Financial Planning

Spring Cleaning Amidst the Mess

I want to begin on a personal note. Recent months have seen us enter uncharted waters, personally and financially. While the nature of print publishing does not afford me the opportunity to speak directly to issues as they develop, I firmly believe that sound financial principles and taking a long-term view of your investments is the best route to meeting your financial goals.
May 4, 2020
Financial Planning

8 Financial Goals for the New Year

Creating a financial game plan for the new year is going to be unique to you, depending on your individual circumstances. But, if your New Year’s resolutions include getting your financial life back on track, you can use these goals as a starting point. Set a Personal Savings Goal Don’t just pick an arbitrary number. Look at your total income and expenses to determine a realistic goal for how much you can set aside each month.
Jan 1, 2020