Personal Stories & Updates
Going for the [Financial] Goal
Many people know there’s a big football game ahead this weekend. Are you ready to enjoy it with all the friends and food that may be tradition? Just like you’ll be cheering your team on to go for the goal; you can also treat your investments like you’re going for the goal! To develop your…
The Election Brought Clarity, But Is It All Good News For Investors?
In the days following Tuesday’s election we have seen the market move higher. It has been regaining the momentum lost over the month of October. Tuesday’s election results have brought clarity for the months ahead. Remember, the market does not like uncertainty so with the elections behind us is it all good news? The Republicans…
[Video] Choose One New Habit And See The Effect
MICHELLE SMALENBERGER, CFP ® Have you ever found yourself with so many things you want to accomplish? Then you have to figure out how to get started to get those things done. I want to share with you something I noticed recently that affected many other things. It felt like I was accomplishing many things…
[Video] Spending Down the Funds You’ve Saved for College
MICHELLE SMALENBERGER, CFP ® Now that you’ve saved for college you’re likely thinking which funds do I use first? You may have money saved in a variety of accounts. Let’s discuss a great order of how to spend the funds down. Scholarships/Grants: Monetary awards that you get from your school or for academic purposes. 529…
Effective Teaching In Honor of Back To School [Video]
Most parents hope their child’s teacher demonstrates effective teaching. In honor of back to school we wanted to share this quote. “The Mediocre Teacher Tells, The Good Teacher Explains, The Superior Teacher Demonstrates, The Great Teacher Inspires.” – William Arthur Ward What’s true effective teaching? We’ve noticed with clients and our daughter is that…
Leaving 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.
