Do you want to retire someday but are afraid you won’t be able to afford to quit your job? Find out how a financial advisor can help.

Three Scenarios Where Outsourced CFO Services Make Excellent Financial Sense

13 July 2019
 Categories: Finance & Money, Blog

A CFO, or Chief Financial Officer, is a very important leader in a department of a major business or corporation. Whether you have had a CFO working for you, or you have never had a CFO before, they are a huge help to the financial well-being of your company. Some companies do not hire a full-time CFO, but instead hire outsourced CFO services. Here are three scenarios for you to ponder where outsourcing your CFO services make excellent financial sense. Read More …

Considering A Personal Loan? 3 Factors To Consider

8 May 2019
 Categories: Finance & Money, Blog

Whether you need to make a large purchase, complete home renovations/repairs, or pay off debt, a personal loan can be a great option. Of course, all loans are not created equal, so you need to figure out which personal loan option is right for you. This guide will give you a few important factors to consider when getting a personal loan. 1.  Secured Versus Unsecured Deciding whether a secured or unsecured loan is best is one of the most important factors to consider, so you need to know the difference. Read More …

Tips for Saving Toward a Goal

28 February 2019
 Categories: Finance & Money, Blog

When you want to start saving for some major life changes, it's crucial that you put together a plan that'll be useful to you. When you give yourself a chance to really stash cash aside, you'll be able to do things like go on vacation, buy a house, plan for kids, and more. Handling your money when putting it toward a goal can help you also put habits into place that will help you grow your wealth. Read More …

5 Tax-Free Benefits To Improve The Lives Of Your Employees

11 December 2018
 Categories: Finance & Money, Blog

As an employer, you want to provide benefits that actually benefit your employees. Doing so helps improve their lives and creates happier, more stable employees for you. But how can you choose benefits that can help people get on a better track — financially, emotionally, or physically? And how can you keep them from affecting the taxes of the company or the employee? Here are five places to focus your money. Read More …

What To Do If You Missed Your Court Date While Out On Bond

1 October 2018
 Categories: Finance & Money, Blog

Whether it was by accident or on purpose, you could be wondering what to do now that you have missed your court date. If you missed a court date while out on bond, these are the steps that you'll probably need to take so that you can straighten the situation out. Talk to an Attorney First, you should definitely talk with an attorney if you are in this situation. If you have already hired an attorney to help with your case, he or she should be able to provide some guidance about the situation. Read More …

About Me
An Enjoyable Retirement

Several years ago, my dear dad decided he needed to start saving money for retirement. After speaking with an experienced financial advisor, my parent started a Roth IRA. Over the years, my dad’s retirement account has accumulated a substantial sum of money. He recently told me he plans to retire after working for two more years. Do you want to retire someday but are afraid you won’t be able to afford to quit your job? Consider scheduling an appointment with a reputable financial advisor in your area. This professional can talk with you and help you develop a personalized savings plan. On this blog, I hope you will discover the most common methods people utilize to save money for retirement.