Affordable Life Plans
Our Registered Financial Planners will provide a Financial Roadmap to help you achieve your goals.We provide plans that address all of your Life Events.
Financial Planning
It all begins with a plan. Let’s get started! Education:
We can help you lower your monthly payments and free up cash for other uses. Major Purchases:
Through our budgeting process, you can afford the major necessities of life, such as housing and transportation! Family:
Whether Marriage or Babies, you need to be prepared to take care of your loved ones. Are you ready? Insurance
02/08/2022
10/09/2014
Burdened with Record Amount of Debt, Graduates Delay Marriage - NBC News I now pronounce you in decades of debt.Student loans have hit a record high of $1.2 trillion, putting a crimp in The American Dream of owning a home and star...
12/05/2013
10 Ways to Teach Your Kids to Be Savers
http://news.yahoo.com/10-ways-teach-kids-savers-150359597.html
10 Ways to Teach Your Kids to Be Savers If you've ever seen a child empty out his or her piggy bank and count the coins again and again, you've seen how children can be taught to save money. Teaching your children to be savers can be one of the best lessons to start off the new year. 1. Open a savings account. At most banks, a savings acc...
Personal Finance: Pass the turkey, then start the money talk
Read more here: http://www.sacbee.com/2013/11/24/5936233/pass-the-turkey-then-start-the.html =cpy
Personal Finance: Pass the turkey, then start the money talk - The Sacramento Bee As families gather for Thanksgiving, financial experts say it can be the ideal time to serve up something extra: the money talk
11/12/2013
3 Reasons Why Personal Finance Should Be Taught in High Schools
http://www.minyanville.com/trading-and-investing/personal-finance/articles/3-Reasons-Personal-Finance-Should-Taught/11/8/2013/id/52619
3 Reasons Why Personal Finance Should Be Taught in High Schools Financial planning at the high school level can't turn all students into money-management dynamos, but it certainly can't hurt.
11/04/2013
Young and smart, but Millennials face homebuying hurdles
http://money.cnn.com/2013/10/31/real_estate/millennial-homebuying/index.html?iid=Lead
Young and smart, but Millennials face homebuying hurdles Student debt and a slow job market are slowing homeownership for Millennials.
10/31/2013
Does Applying For Financial Aid Hurt Your College Admissions Chances?
http://www.forbes.com/sites/maggiemcgrath/2013/10/29/does-applying-for-financial-aid-hurt-your-college-admissions-chances/
Does Applying For Financial Aid Hurt Your College Admissions Chances? In the wake of GW’s startling confession about its admissions practices, here’s what you need to know about how financial aid need affects college admission decisions
10/29/2013
20 Holiday Travel Secrets From Industry Insiders
http://www.forbes.com/sites/laurashin/2013/10/24/20-holiday-travel-secrets-from-industry-insiders/
20 Holiday Travel Secrets From Industry Insiders Airfares for the upcoming holiday season are already 16% higher on the most popular routes. Here's how to keep your holiday travel from draining your bank account.
10/23/2013
Many middle-class Americans plan to work until they die
http://money.cnn.com/2013/10/23/retirement/middle-class-retirement/index.html?iid=HP_LN
Many middle-class Americans plan to work until they die An increasing percentage of middle-class Americans are worried that they'll have to work until their 80's or even longer, according to a new survey.
10/21/2013
Retirement Planning With Just 3 Numbers
http://finance.yahoo.com/news/retirement-planning-just-3-numbers-201910143.html
Retirement Planning With Just 3 Numbers Professionals love complications. Trust me. I'm a lawyer. I know. We love using fancy words and really long sentences. Uttering something in Latin is even better. "Nunc pro tunc" is my personal ...
10/15/2013
5 Pillars of the New Financial Reality - DailyFinance
http://www.dailyfinance.com/2013/10/11/retirement-planning-pillars-new-financial-reality/?ncid=txtlnkusaolp00000058&
5 Pillars of the New Financial Reality - DailyFinance It's a new financial order when it comes to planning for retirement, which means you'll need to adjust your strategies accordingly. Here are five ways to start.
10/14/2013
6 Tough Money Choices For Millennials -- And How To Make Them
http://www.forbes.com/sites/maggiemcgrath/2013/10/08/6-tough-money-choices-for-millennials-and-how-to-make-them/
6 Tough Money Choices For Millennials -- And How To Make Them Fund the 401k or pay down debt? Buy or rent? How to resolve the trickiest of financial debates.
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