Estate Planning Document

Estate Planning Documents: What are they?

May 16, 2017

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…

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economic indicators checklist-financial-friday

Friday’s Financial Update 5-12-2017

May 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…

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Financial Friday

Friday’s Financial Update 5-5-2017

May 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…

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Decisions - Light Bulb

Don’t Let Decision Fatigue Halt Your Financial Progress

May 2, 2017

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…

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Friday’s Financial Update 4-28-2017

April 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…

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Think Little Not Big

April 25, 2017

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…

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