5 Fundamental Financial Tips for 30-Somethings

At this point in life, many of us are working tirelessly to create a solid financial future for our families.  You can't build that future on a house of cards.  There are five fundamental building blocks that you must follow in order to get to the place you imagine you'll be in 10, 20, 30 [...]

June 28th, 2010|

Would you go to a doctor who isn’t certified?

Health insurance reform has been at the forefront of the political scene for a number of years.  But did you know that financial reform is constantly being discussed as well?   A major issue at hand is whether all “advisors,” which includes stock brokers and insurance agents, should have to follow a fiduciary standard.  A fiduciary [...]

March 9th, 2010|

Find Out When to Shred Financial Paperwork

We provided a checklist for getting your financial paperwork organized in another blog post.  Now that you know what kinds of paperwork you should be holding on to, the next question is how long do you need to keep it?  Below are some guidelines for how long you should keep copies of each type of [...]

January 25th, 2010|

Organize Your Financial Paperwork

Have you ever thought about organizing your financial paperwork at home, but just don’t know where to start?  Here are a few tips for what kinds of paperwork you should hold on to, and how to organize it. 1.  First decide whether you want to keep physical copies of your paperwork, or if you want [...]

January 18th, 2010|

Complete Your Financial Checklist

With all the financial products and salesman in the world these days, it can  be overwhelming  and  difficult to know what you really need versus what someone is just trying to sell you.  Below is a checklist for married couples (with or without children) of what you actually need. 1.  Credit cards – Even if [...]

January 13th, 2010|