Your Financial Plan
[Video] Spring Cleaning – How do you get and stay organized?
Spring Cleaning – How do you get and stay organized? MICHELLE SMALENBERGER, CFP ® It’s spring and we naturally think of spring cleaning! We’ve been inside most of the winter and you may start to see the piles of stuff climb up the walls. So, now you’re ready to get rid of some of that…
Your Healthy Financial Future [Video]
Moments: Our lives are full of them. Some are big, powerful, defining milestone moments. Some moments we can plan for, engineer, and maybe even create. Other moments are surprises and catch us off guard. A lot like raindrops, some are memorable but most are forgettable. Usually that first raindrop, or the one that hits…
[Video] Don’t Be “FOOLED” That Retirement Will Solve Everything!
Don’t Be “FOOLED” That Retirement Will Solve Everything! STEPHEN SMALENBERGER, EA® Have you ever played a prank on someone hoping to fool them? One area you don’t want to be fooled on is your retirement. There are a lot of good questions we hear often. How old are you? How much do you have saved?…
The Equifax Data Breach: What Matters?
MICHELLE SMALENBERGER, CFP ® There have been articles informing individuals what to do about the recent data breach. See this link for what has happened. What we have learned: Signing up for Equifax credit monitoring is not necessarily free like it has been with other company breaches. You can sign up by November 21st for…
[Video] Free Money May Exist With This Employee Benefit
MICHELLE SMALENBERGER, CFP® We all like the idea of free money, so I want to walk you through one area where there may be free money available which you’re not taking advantage of. In your retirement account you’re putting money in yourself and then your employer may also be willing to put money in as…
You can’t afford to wait!
We are all praying for the states that have been, and will be affected by hurricanes. No one wants to go through any natural disaster or event like this. But the reality is that things will happen in life that you just can’t afford to wait in planning for. Governor Rick Scott in Florida provided…
