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[Video] Having Teaching Moments With Your Kids About Money
STEPHEN SMALENBERGER, EA Having Teachable Moments With Your Kids About Money Earlier this year my wife and I were able to take our daughter to Disney world. And about that same time my mom pulled out my old bank. And it was through those lessons, through seeing Disney, through seeing mickey and her princesses that…
Friday’s Financial Update 5-19-2017
MICHELLE SMALENBERGER, CFP® Early in the week we saw continued growth in U.S. stocks even amidst news reports from the prior weekend that started getting louder regarding political turmoil. The biggest story for the week was Wednesday with a pull back like we haven’t seen in a while. This did create a buying opportunity that…
Estate Planning Documents: What are they?
Michelle Smalenberger, CFP® Do not hesitate to have your estate plan created! Your family is depending on it. Even a single individual or married couple with no children or assets should have an estate plan so they choose who will make their healthcare and financial decisions. Will: A legal document that allows your assets to…
Friday’s Financial Update 5-12-2017
WRITTEN BY: MICHELLE SMALENBERGER, CFP ® Welcome to the weekend when we can look back to review and look forward to refresh! With a week full of news that was exactly that, I thought it would be beneficial to review some leading economic indicators and how they help us look beyond the steering wheel for…
Friday’s Financial Update 5-5-2017
Written By: Michelle Smalenberger, CFP ® This week brought news headlines from a variety of sources that affect investors here and around the world. Let’s highlight some of the biggest stories to catch you up! Economic: Reported this morning was a drop in unemployment and a higher than expected increase in jobs added. Increases of…
Don’t Let Decision Fatigue Halt Your Financial Progress
Written By: Michelle Smalenberger, CFP ® What is it you need to do before you get your personal finances in order? Recently I came across this article in which the author talks about the amount of energy it takes to make a decision. He goes on to point out numerous examples to demonstrate this point…
Friday’s Financial Update 4-28-2017
Written By: Michelle Smalenberger, CFP ® Moving Forward. That’s what time does. Even if you take a few steps back, time is moving forward. There’s no reversing, undoing or stopping it. Today is a good day to remember to look back and review. Even in times when we may have wanted to reverse, undo or…
Think Little Not Big
Written by: Michelle Smalenberger, CFP ® Whether you are retired and living on a fixed income and investment portfolio, or just starting to build your finances, knowing your monthly expenses is critical to your plan. When defining where you will spend money don’t forget the little expenses. You don’t want to $9.99 yourself out of…
Who has your attention?
Written by: Michelle Smalenberger, CFP ® Did you know someone is always watching you? No I’m not talking about technology or the government, and the increasing awareness we have that so many things are connected. I’m talking about an awareness that you are being watched by someone who either looks up to you, learns from…
Facts Are Stubborn Things
– John Adams
WRITTEN BY: MICHELLE SMALENBERGER CFP® A fact is something that can’t be changed. It is what it is. The simple fact is the earlier you start to plan and care for your finances, the longer you’ll have to reach your goals. Distracting thoughts like “I don’t have enough money” or “Once I get things in…
What’s In Your Toolbox? (Part 4)
Over the last several blog entries, we have reviewed the details within the various types of accounts and learned how and when they are taxed. To finish this series, let’s look at the final grouping: The Roth IRA was named after William Roth, a senator from the state of Delaware. He was the main…
Friday’s Financial Update 4-7-2017
Written By: Michelle Smalenberger CFP® Have you been busy? Perhaps, you feel like you’ve missed a lot of the news throughout the week. Let’s review all that has filled our screens, newspapers, and airwaves. The following is a graphic I put together to summarize big picture stories and the way to invest in the midst…
