Type of Planning - General
10 Ways To Save And Not Feel Deprived
Cathy Curtis, CFP®
When did dining-out, facials, manicures, pedicures, personal trainers, pricey haircuts, books, magazines, CD’s, I-Phones and expensive annual vacations become necessities? How did we get here?
This fee-only financial planner contemplates this question as client after client comes in with cash flow issues — agonizing over credit card statements, wondering how they can keep up with an avalanche of bills.
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3 Steps For Creating An Emergency Fund
Kimberly J. Howard, CFP®, CRPC®
Most Financial Planners recommend setting aside a separate cash reserve to cover expenses for emergencies such as a leaky roof, broken furnace, medical expense not covered by insurance or a job loss. Not sure where and how to start your emergency fund? Here are 3 steps to consider when setting up your fund.
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4 Things You Should Be Doing Now That You Are Retired
David Grant, CFP®
If you are newly retired there are some important things you can be doing now to ensure you have a pleasant retirement. This article will help!
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4 Ways To Make A Budget Work
Lee Ann Knight, CFP®
An informative article touching on how people can actually make a budget work.
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5 Things You Should Be Doing In Your Fifties
David Grant, CFP®
If you are in your fifties and getting ready to retire, this article will give you some ideas about what you need to be doing now!
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5 Things You Should Be Doing In Your Forties
David Grant, CFP®
If you are in your forties and looking to plan for your future, this article is for you!
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5 Things You Should Be Saving For In Your Thirties
David Grant, CFP®
If you are in your thirties and looking to understand the personal financial issues you need to begin tackling today, this article is for you!
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5 Things You Should Be Saving For In Your Twenties
David Grant, CFP®
If you are in your twenties and looking to understand the personal financial issues you need to begin tackling today, this article is for you!
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7 Tips for a More Successful Retirement
Michael Chamberlain, CFP®
Article uncovering some of the things you can do to ensure you have a more successful retirement.
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A Commentary on Savings and Mortgages
J. David Lewis
NAPFA-Registered Financial Advisor J. David Lewis provides his insights about why some people are good savers and want to pay down their mortgages quickly, while others are more attracted to using debt to increase their investment leverage.
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