Tag Archives: certified financial planner

A To-Do List For A Surviving Spouse

This article came from Kiplinger.com and it's called "A To-Do List For A Surviving Spouse".   by Susan B. Garland Monday, August 29, 2011 The death of a spouse is one of the most devastating events of a person's life. To make matters worse, at a time when you feel incapable of dealing with life's routines, you're slammed with…
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Swatting Flies!

Black flies are driving me and my neighbors crazy this time of year! Learn how to identify and eliminate the financial flies in your house. This article is a must read!
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Cash Flow Management

Controlling your money through cash flow management is the first step towards financial freedom and independence. It’s very simple in concept, but very difficult to do. If you want to be a millionaire, you need to get good at this.
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The Retirement Paradigm

Everyone has a different idea of what a successful retirement means to them. Make sure your financial planner clearly understands what’s important about retirement to you. You may be surprised to find out that you and your advisor have different ideas of what it “should” look like.
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