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1st Quarter Articles (6)

Is Your Money Really Going Towards Your Goals?

Is Your Money Really Going Towards Your Goals? Tracking where your money is spent is the first step to creating a budget. A budget finds the balance between your needs and wants, your present and future, and your current enjoyment and your long-term goals. [1] Budgets are the roadmap to how you will fund your…

SMART goals Article

How To Make SMART Financial Goals

How To Make SMART Financial Goals Last year was history making. Widespread and rapid shifts in how we interacted with the outside world touched every aspect of our lives. For many it was a challenging year financially with unemployment hitting the service, travel, and entertainment industries disproportionally harsher than other businesses.[1] But even if you…

1st Quarter Articles (10)

Building a Healthy Financial Foundation

Building a Healthy Financial Foundation How many pieces do you have in place?     When you read about money matters, you will sometimes see the phrase, “getting your financial house in order.” What exactly does that mean?   When your financial “house is in order,” it means it is built on a solid foundation.…

1st Quarter Articles (9)

Budgeting for Beginners

Getting started with you household budget.     Budgeting towards needs and goals. One of the objectives of creating a household budget is that, as time moves on and the various household members advance in their careers, they are likely to make more money. Knowing where that money goes can help direct that money to…

Debt Tracking

Are you controlling your debt or is it controlling you?

Are you controlling your debt or is it controlling you? “Your financial identity is fluid and subjective. Update it anytime you like.”~ Bari Tessler Part of creating a plan for your financial life is debt control. Whether you are battling debt because of sudden loss of income, a large emergency expense or going overboard with…

1st Quarter Articles (7)

Annual Financial To-Do List

Annual Financial To-Do List Things you can do for your future as the year unfolds.   What financial, business, or life priorities do you need to address for the coming year? Now is an excellent time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building your retirement…

1st Quarter Articles (4)

How To Prepare For The Unexpected: Financial Preparedness Tips  

How To Prepare For The Unexpected: Financial Preparedness Tips     Many Americans will have had to rebuild after a divorce, health crisis, disaster, or emergency. Are you ready for the what-if’s and oh-no’s that are a part of life? In stressful times having access to personal financial, medical, insurance information can be helpful to…

1st Quarter Articles (5)

5 Highlights of the New Stimulus Package

5 Highlights of the New Stimulus Package What the latest round of funding may mean for you.     After a bit of political posturing in December, the $900 billion Consolidated Appropriations Act of 2021 (2021 CAA) was signed into law by President Trump as the COVID-19 pandemic continues to impact employers and employees. Here’s…

How to Hit a Long Drive in Estate Planning

How to Hit a Long Drive in Estate Planning

How to Hit a Long Drive in Estate Planning By Faye Sykes In golf, you need patience and concentration to hit a ball 300 yards or more straight down the fairway. Similarly, when it comes to estate planning, you must look straight out into the future and utilize specific strategies in order to provide as…

Golf central Article pic August

Golf’s Retirement Planning Lessons

Golf’s Retirement Planning Lessons   For many people, the idea of retirement planning and golf seem to go hand in hand. Once we stop working, spending more time on the golf course is a common goal.   Team Approach   The majority of PGA Tour players have a team supporting them to help them succeed.…