Archive for June 2018
Be Careful Of Financial Short Cuts
Be Careful Of Financial Short Cuts At various times in your life you may remember when you tried to find a short-cut. And if you decided to take that short-cut did it help you in the long run to achieve the goals you were hoping for? Your finances and investing short-cuts are no different. You…
Read More[Video] What To Do When You Receive An Inheritance
[Video] What To Do When You Receive An Inheritance MICHELLE SMALENBERGER, CFP ® Have you received an inheritance and need to understand the steps to take or what to do? One of my favorite stories of a client who inherited funds from a loved one was all about the history of the person who left…
Read MoreDon’t Get Caught in the War of Words
Don’t Get Caught in the War of Words This week we have seen the trade talks now move to a new stage. Moving from mere words to actual follow-through of them have many considering what action to take. We want to caution you not to get caught in the middle of this war of words.…
Read More[Video] Summer Ideas For Kids
[Video] Summer Ideas For Kids MICHELLE SMALENBERGER, CFP ® School’s out so what’s a kid to do? We want to help give you some ideas to keep them busy this summer while it’s warm outside. (Work) Mowing lawns: They can do jobs appropriate to their age and get paid for them. (Work) Gardening: Just learning…
Read MoreDo Investors Have To Keep Up With The News?
Do Investors Have To Keep Up With The News? As an investor do you have to keep up with the news? The answer really lies in how often you look at your accounts. We’ll give you a couple of examples and you can decide how up to date you need to stay in order to…
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