“Sheryl says the role of a financial advisor is one of the most important jobs but there is a segment of the industry that operates like the gunslingers of the Wild West, we don’t have the rules and regulations to protect those who we are supposed to be serving – I couldn’t have said it … Read more
Saving money is important at every stage of life; however, it could be argued that it’s most important to save when young. The cliche “time is money” holds most true when it comes to your personal savings. The longer you put money in, the longer that money has to compound and grow on top of … Read more
“It’s easy when you meet new people, when you’re at a conference or something, to start feeling like you need to be marketing yourself, telling them who you are. Instead, ask questions and learn who they are. If you listen, you make the other person feel great and so you’ve made a connection. And you’ll … Read more
You’ve resolved to get a handle on your finances in 2020, but will that determination wane by March? With over 80% of people failing to realize their New Years resolutions, it’s likely that you’ll become overwhelmed with checklists and budget-tracking within just a matter of months. That’s why I suggest ONE simple action item each … Read more
Insurance Made Easy: Available for .99 cents through the end of October (Amazon Kindle version (here). Insurance Made Easy covers all types of insurance that you will need to review for your employer open enrollment. Insurance Made Easy provides definitions and breakdowns of coverage options for employer based insurance and individual insurance.
September is time to review your insurance portfolio, according to the GET READY! financial calendar. Download your free financial calendar (here). Reviewing your insurance policies now, will also help you be prepared for open enrollment. Doing so now, will help you make sure that your insurance coverage still meets your needs or if you will … Read more
To promote life insurance awareness, Questions and Answers on Life Insurance and The Questions and Answers on Life Insurance Workbook will be available on Amazon Kindle format for 99 cents throughout the month of September. I am also giving away 10 copies of Questions and Answers on Life Insurance on Goodreads (here) – please note … Read more
August is the time to review your estate plan and estate planning documents to make sure they are current. This includes wills, trusts, and advance directives. This is especially important if you have had a major life event such as a marriage, birth of a child or divorce. Consider if beneficiary updates are needed for … Read more