This blog is a wrap-up of the last one where we talked about the first of six key areas in your finances, your Current Position. What have we learned If you have developed your Current Position you will have a budget and an asset/liability statement showing what you own and what you owe. You’ll know …
LIFE IS A MARATHON, NOT A SPRINT Thus, winning in 2016 or any given year is the equivalent of running a mile at a pace you want. A great way to start looking at 2016 and setting your pace is to finish evaluating 2015. Was 2015 a good year for you and how optimistic are you …
Financial Planner or …? When I started working with clients a little more than 25 years ago I was a Financial Planner(FP) working through IDS Financial Services, helping clients understand the steps they could take to accomplish their life goals. Naturally life goals require some amount of money and for most of us money is …
Monitor From Day 1 Occasionally I will meet someone who is distraught over their situation and admits they have done little to keep track of what their advisors have done over the last several years. Not good for them or their advisors. Trust but verify works well. Rarely if ever do I take action on …
What Do You Protect? Living in Balance means being able to enjoy today and still taking steps now to be able to enjoy your future. Enjoying today comes from some basics. Having something to do, being loved, and having someone to love are paramount. Also high on the list is feeling secure. How can you …