Category Archives: Financial Check-up

Improving One’s Financial Health

A December survey by the National Endowment for Financial Education (NEFE) finds more than two thirds (68 percent) of U.S. adults will make a financial New Year’s resolution for 2017. Saving money (53 percent) tops the list, followed by managing … Continue Reading

Posted in Financial Check-up | No Comments

Data Gathering vs. Discovery

An interesting article by advisor Roy Diliberto, “Data Gathering vs. Discovery,” gets to the heart of how advisors can distinguish themselves in a competitive marketplace. Obviously, data gathering is 100% quantitative and provides the basic financial information we need to … Continue Reading

Posted in Financial Check-up, Financial Planning | No Comments

Ring in the New Year with a Financial Check-up

January is a great time for an annual financial check-up. These five steps can help you plan for your future: Construct your balance sheet: List assets held in brokerage and savings accounts, college savings and 401(k) plans, insurance policies, and … Continue Reading

Posted in Financial Check-up | No Comments