How to Prep for Your First Meeting with a Financial Advisor

How to Prep for Your First Meeting with a Financial Advisor

When you’re trying to plan for the future and make sure you’re choosing the right financial path for yourself and/or your family, you may want some expert help. And while there are a number of financial services available to you, a financial advisor may be the best...
The Biggest Mistake People Make With Budgeting

The Biggest Mistake People Make With Budgeting

Even though sticking to a financial plan is one of the most common New Year’s Resolutions, many people end up discouraged and frustrated in their attempts to budget.  A Gallup poll found that only one in three Americans keep a budget. But the fact that the cost of...
Short-term, Long-term and On-going; Goal Planning for Pros

Short-term, Long-term and On-going; Goal Planning for Pros

A goal is a clearly defined personal objective, something you want to achieve in a specific time period. What you may not realize is that there are different types of goals. Just as you wouldn’t train for a sprint the same way you would train for a marathon, different...