Financial Planning

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Top 20 Financial Planning Hacks, Tips 16 20

Click on the image above to view tips 11-20 of this webinar series. Free Financial Planning Webinar Series Insider tips from a seasoned CERTIFIED FINANCIAL PLANNERTM professional Actionable information and guidelines to get/keep your finances on track Easy to understand explanations with evidence-based supporting materials Have you ever wondered whether you’re on the right track [...]

By |2020-09-18T17:00:27-08:00September 18th, 2020|Blog, Financial Planning|0 Comments

Top 20 Financial Planning Hacks, Tips 11-15

Click on the image above to view tips 11-15 of this webinar series. Free Financial Planning Webinar Series Insider tips from a seasoned CERTIFIED FINANCIAL PLANNERTM professional Actionable information and guidelines to get/keep your finances on track Easy to understand explanations with evidence-based supporting materials Have you ever wondered whether you’re on the right track [...]

By |2020-09-18T16:50:06-08:00September 18th, 2020|Blog, Financial Planning|0 Comments

Top 20 Financial Planning Hacks, Tips 6-10

Click on the image above to view tips 6-10 of this webinar series. Free Financial Planning Webinar Series Insider tips from a seasoned CERTIFIED FINANCIAL PLANNERTM professional Actionable information and guidelines to get/keep your finances on track Easy to understand explanations with evidence-based supporting materials Have you ever wondered whether you’re on the right track [...]

By |2020-09-03T14:06:13-08:00September 3rd, 2020|Financial Planning, Retirement Planning|0 Comments

Top 20 Financial Planning Hacks, Tips 1-5

Click on the image above to view tips 1-5 of this webinar series. FREE Financial Planning Webinar Series Insider tips from a seasoned CERTIFIED FINANCIAL PLANNERTM professional Actionable information and guidelines to get/keep your finances on track Easy to understand explanations with evidence-based supporting materials Have you ever wondered whether you’re on the right track [...]

By |2020-08-26T14:54:14-08:00August 26th, 2020|Financial Planning, Uncategorized|0 Comments

Could you benefit from a Mission Control for your finances?

If I asked you what happened in the summer of 1969, what would you say?  For those answering Woodstock, you’re right, the groundbreaking Woodstock Music & Art Fair took place over 3 days in August 1969 on a farm in Bethel, NY.  The cultural significance of Woodstock persists, and in some sense, is arguably more relevant today [...]

Student Loan Management

Click on the image above to view this Proactive Wealth video In this Proactive Wealth Education episode Carter Davis and Anita Algunos of Hope Credit educate us about student loan forgiveness and repayment plans. Yes... there is Hope. If you have more questions for Carter and Anita at Hope Credit you can reach out to [...]

By |2019-12-17T12:02:07-08:00October 29th, 2019|Financial Planning, Proactive Wealth Process, Videos|0 Comments