4. SETTING UP AN UNREALISTIC HOUSEHOLD SPENDING PLAN (4th in a Series) Whether or not you are organized, most folks tend to underestimate their actual cost of living expenses. Too much is at stake here and mistakes may lead to future bankruptcy. You'll be "downsizing" into a one income household and you'll need to be aware of the need to update your lifestyle as well. To regain the ... Read More
household budgeting
Planning Tools for College, Taxes and More
Financial planning is like life: A Journey, not a Destination. These resources are here to provide useful guides and maps along the way. These are just tools. A hammer and chisel are just tools. But handled well and in the hands of a craftsman, they can create masterpieces. If you need help crafting your personal masterpiece, we welcome being a part of your team. Useful Guides from ... Read More
How Confident Are You in Your Plan or Your Advisor?
According to a Wall Street Journal article, here are some of the many reasons why the financial planning process is vital for today's consumer: Given our very busy lives, is it very likely that a consumer will be able to evaluate all the options out there on their own without guidance? How does a consumer know how to make a proper evaluation of the various options on issues? Most consumers ... Read More
