Financial Planning

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401k Catch Up Contributions

Watch the Video by Clicking on the image above. #SavvyUp

By | May 21st, 2018|Blog, Financial Planning, Videos|0 Comments

Tariffs, Taxes and War – Certified Financial Poetry v.4

Watch the video of Steve's Reading by clicking on the following link https://youtu.be/nvoj4uAwDKg or the  image above. Certified Financial Poetry Since taxes are on our minds because Tuesday is the deadline for getting your income tax filed and since the stock market has been jostled around due to talk and tweets about tariffs these days, I am reminded of [...]

By | April 17th, 2018|Certified Financial Poetry|0 Comments

Poetry & Emotion

CERTIFIED FINANCIAL POETRY This is the inaugural episode of our "Certified Financial Poetry" series. Click on the image above to watch the video of Steve's first reading. Poetry and Emotion by Steve Wolff What a difference a week can make, With the market’s give and the market’s take, Last week investors were all in a [...]

By | February 16th, 2018|Uncategorized|0 Comments

How to Choose a Credit Card

Isn’t it amazing how many credit card offers we get these days, both the old-fashioned kind (through the mail), and the digital kind (through email or Social Media platforms)? Ever tried to read through the legal terms and conditions of these offers? That’s what I thought. Very few people do read through all this incomprehensible [...]

By | January 19th, 2018|Blog, Financial Planning|0 Comments

Your Credit Report and Credit Score

It seems like every time you turn on the TV, someone is trying to “sell you” your credit report or credit score, or trying to help you improve it --- for a small fee, of course. Have you ever actually looked at your credit report? It’s filled with lots and lots of information about your [...]

By | November 22nd, 2017|Blog, Financial Planning|0 Comments

How to Establish a Budget

Ever tried to compile a budget to see how much you spend each month and what you spend it on? It’s a bit tedious, but is definitely worth the effort, especially if you’re spending more than you’re bringing in. You can’t get ahead by saving and investing until you have control of your expenses. So [...]

By | September 22nd, 2017|Financial Planning|0 Comments