How to get on sound financial footing after graduation
As graduates seek to start their careers, many have high expectations, and many questions on how to get ahead. Below are four things I’ve...
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Jul 23, 2021
Elder financial abuse help links
Last week FPA and Kiplinger’s hosted a free advice national call-in for the public to speak with advisors about elder financial abuse,...
Jul 23, 2021
What is financial planning?
I’ve been thinking a lot recently about financial planning. Now, you’re probably thinking something along the lines of, “As a financial...
Jul 23, 2021
Can CostCo help you beat inflation?
Wow! I don’t get to the fast food drive-through as much anymore, but on a recent trip I veered off the highway for a pit stop and bite....
Jul 23, 2021
My Financial Plan is Due Tomorrow
It’s interesting how much a deadline can ramp up activity. As the football season approaches, it seems as though there is finally...
Jul 23, 2021
Take Your Finances from Good to Great with a Transition Plan
The saying goes “the best defense is a good offense.” And while I agree having sound skills and strategy both offensively and defensively...
Jul 23, 2021
Tips of a Successful Meeting with a New Financial Advisor
Suzanne Cole's piece at e-rollover includes some great tips from advisors on how to have a successful first encounter.
Jul 23, 2021
Saving – Your Part in Fixing the Economy
“Anything that we can do to raise personal savings is very much in the interest of this country.” – Alan Greenspan The FPA, along with...
Jul 23, 2021
Tips to Prepare for a Recession
My first piece for Yahoo!Finance (located here) is about how to prepare for a recession. Like the farmer, the key is to be prepared...
Jul 23, 2021
Young? Have Your Finances Under Control? You Might Benefit from Financial Advice Too
Call it youth. We don’t think we need help with much. And according to a few articles I’ve come across recently, young people on the...
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