Creating Financial Plans

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Your Monthly Money Moves

Submitted by Eve Kaplan on Friday, January 2, 2015 - 12:00pm

Cleaning up personal finances remains one of the top resolutions every New Year’s. We all know what happens to most such self-promises, so here’s a month-by-month to-do list to cultivate better financial health.

Plan to Prevent Bad $$ Moves

Submitted by Gary Brooks on Thursday, December 18, 2014 - 3:00pm

When managing personal finances and investments, people frequently exhibit irrational behavior for different reasons. If you’re one of these folks, be fair to yourself: It doesn’t even take a spate of market zigzags like October’s to prod you into questionable decisions.

Planning: It Takes Two

Submitted by Hilary Hendershott on Wednesday, December 17, 2014 - 12:00pm

When taking on a partnered client, it takes two. I always want to meet with both parts of the couple. Sometimes, I am often disappointed to find women don’t want to play an active role in money matters. Planning investment strategies and long-term finances takes active input from both wife and husband.

Make $ Plan and Relax

Submitted by Mary Beth Storjohann on Tuesday, December 9, 2014 - 3:00pm

Getting your finances organized in the first place is hard enough without constant saving, managing and scrutinizing every bank statement. Yes, you need to have a plan. But you also need to relax.

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