Posts by Michelle Smalenberger, CFP®
The Peter Principle Explains Our Incompetence [Video]
Do you ever look back and think about the things that helped you get to where you are today? As you move up the ladder within your corporation, or you move from one opportunity to another –even between businesses. How does the Peter Principle teach you to never stop learning — regardless of how high a…
Read MoreEncourage Your Student To Lower The Household Payroll [Video]
Encourage Your Student To Lower The Household Payroll [Video] | I want to share with you, a few ways that you can be encouraging students to continue to find resources and opportunities.
Read MoreLeaving a Plan For Those You Love [Video]
Let’s talk about leaving a plan for those people that you love! Let’s discuss the plans you should make in case something happens to you.
Read MoreWhat A Difference A Day Makes
What A Difference A Day Makes This last week brought many news headlines. One day in particular, Thursday, Nov. 3rd, brought many of those headlines. Let’s look into these stories to understand how our portfolios will be affected. Fed Governor Jerome Powell nominated as Federal Reserve Chair Mr. Powell is expected to largely follow in…
Read More[Video] Complete Your RMD’s
What are RMD’s and how can you make sure they are complete? Another item on your year-end checklist is making sure that your required minimum distributions are completed. There can be a variety of different types of accounts that this affects so we really want to make sure that we don’t forget about something. This…
Read MoreEverything That Can Keep The Market Moving Forward Can Also Pull It Back
Everything That Can Keep The Market Moving Forward Can Also Pull It Back Lately, we’ve heard about the good things that can keep this bull market moving higher. However, these same things can also pull it back. Let’s examine two areas where this holds true. Tax Reform Keeps Market Moving Higher: There is optimism that…
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