Your Financial Plan
[Video] One Size Fits All
MICHELLE SMALENBERGER CFP® How many things can you think of that are one size fits all? There really aren’t too many. This is true when you’re making financial choices too. I want to talk through a couple of examples of topics that are common questions we get a lot. First let’ talk through saving for…
[Video] What Is A Diversified Portfolio?
MICHELLE SMALENBERGER CFP® In many of our Friday Financial Updates, I keep referring to keeping a diversified portfolio strategy, even in light of what’s happening in the markets. So today I want to take some time to really dig in to what that means. What is involved in creating a portfolio, and why being diversified…
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…
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…
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…
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