Ways A Financial Planner Helps You Prepare To Buy A House

26 October 2021
Categories: , Blog

One of the biggest and costliest purchases you might make in your life is a house. A house costs a lot of money to purchase and maintain, which is why it often takes time to prepare for this purchase. Do you need help knowing how to prepare? If so, you can meet with a financial planner. A financial planner offers financial services for all kinds of events, and they can help you plan for this major event. Read More

Seeking Expert Help in Your Investment Journey

30 August 2021
Categories: , Blog

Investment entails accumulating securities that appreciate value over time to give a significant profit in the long run. Investors consider various security options like stocks and bonds. Investment requires a strategy that accounts for a person's financial situation, age, and risk assessment. While there is money to be made from investments, people are also aware of the risks involved in investing. Thus, beginner investors should first get the professional assistance of an investment management service to build a balanced portfolio and develop an investment roadmap for the future. Read More

3 Financial Moves To Make For An Early Retirement

23 June 2021
Categories: , Blog

If one of your life goals is to retire early, it's important to make the necessary financial moves to support your objective. While everyone knows it's important to save money in conventional retirement accounts (like a 401(k) or IRA), this advice isn't sufficient for individuals who want to retire early. Here are three financial moves to make to help you achieve your goal of early retirement. 1. Decide What Life in Retirement Looks Like for You Read More

How To Get Your Business Accounting On Track

21 April 2021
Categories: , Blog

If you feel like your business accounting is a bit of a mess, there's no better time than the present to get it on track. How do you accomplish that, though? Here are four ways you can tighten things up with your business bookkeeping Develop and Maintain a Schedule A major mistake is not setting aside regular time to make entries into your accounts. If you have enough inflows and outflows to justify doing it daily, then that's your schedule. Read More

Should You Hire Someone as a Financial Planner for Your Small Business?

12 February 2021
Categories: , Blog

Being a small business owner can be quite a challenge. There is so much to think about and do when you are managing and running a business. And if you are new to the process, you may not have considered the idea of hiring a small business credit financial planner for your business. Financial planners can be very helpful to the small business owner, whether you are just starting out or have been running your business for a while. Read More

Beyond Saving Money: Tips for a Successful Retirement Fund

About Me

I have always been great at managing money. As the father of four children, I enjoyed passing my tips for saving money and investing for a great retirement onto my children. Recently, my youngest left home and I am now an official "empty nester!" I enjoy helping others learn to manage money so much that I decided to create a blog to share all of my money management tips on. My first tip is to remember that saving money is only half of the equation when planning for retirement. Another important part of building a successful retirement fund is investing that money wisely. I plan to share many tips on managing money wisely and making good investments on my new blog, so check back often for new tips!