financial plan

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Financial Love Skill [Video]

February 12, 2022

With Valentine’s Day, I want to share the acronym L.O.V.E.  This financial love skill, can help make you successful in your financial plan.

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issue 1099

When do I need to issue a 1099? [Video]

January 7, 2021

[Video] When do I need to issue a 1099?| When do I need to issue a 1099 is a very common question by business owners. A 1099 shows payment throughout the year to non-employees.

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Financial Plan Commitment: Stick with your plan [Video]

January 5, 2021

[Video] Financial Plan Commitment: Stick with your plan. Financial Plan commitment or sticking with your plan can certainly be one of the hardest parts about investing your money because of the need to control your emotions.

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You can’t afford to wait!

September 8, 2017

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…

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[Video] What To Do With My Paycheck?

August 22, 2017

MICHELLE SMALENBERGER, CFP® It is really important to consider some of the first steps and goals in your financial life.  Before you start thinking about investing or saving for retirement, you need to be sure that you have a good foundation to build upon.  One of the first places to start is being sure to…

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