How to Avoid Mistakes in Your Financial Plan

By Andrew Maisch -
August 4, 2023

Financial Planning isn't a "one size fits all" approach. Each individual, or couple, has their own unique situation and goals for the future. To meet long term financial objectives, here is a great article highlighting 5 rules to avoid mistakes in your plan. Read more here: https://www.thebalancemoney.com/financial-rules-of-thumb-1289721

Source: https://www.thebalancemoney.com/financial-rules-of-thumb-1289721

September 21, 2022

The Retirement Reality Check

Little things to keep in mind for life after work. Decades ago, there was a book titled, What They Don’t Teach You at Harvard Business School. Perhaps someday, another book will appear to discuss

...Read More
February 15, 2023

3 Things Seniors Should Buy In 2023

3 things that every senior should have in 2023

...Read More
April 17, 2024

Financial Safety on Your Mobile Device!

I just came across an important feature on your iPhone that can help keep your money safe. Having your phone stolen can be frustrating enough without the thief also hacking into your apps and draining

...Read More