What Documents Are Needed to Create a Financial Plan With a Professional?

When you meet with a financial advisor to begin creating your financial plan, at first it may seem as though they ask for quite a bit of documentation and information about your personal financial situation. However, this information will help create the most complete and comprehensive financial plan. Additionally, the process of retrieving and organizing…

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What to Buy In October: Trick? or Treat?

Trick or Treat? Here are a few tips on what treats to purchase this month and what tricks to steer clear of. Jeans: Treat!             Denim that is still left over from the Back-to-School sales  will be discounted to make way for more winter-y items.   Travel Destinations: Treat! As the summer travel season slows…

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Christmas In September: How to Beat The Post-Holiday Blues NOW

The following is a true story: September 6th, 2016: witnessed an entire aisle of Halloween decorations in a department store as well as on display at end of aisles. Halloween decorations out 54 days before the actual holiday? And this isn’t even the biggest holiday of the season. At this rate, we might be seeing…

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The Triple Whammy That Women Face

Women today face what I like to call The Triple Whammy — and it’s not something that is easy to overcome. However, if you plan, and you start right now, you can help alleviate the pains you will feel later on in life from this unfortunate curse we endure. What is The Triple Whammy? It…

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