Settling disputes in black and white

by | Mar 9, 2016 | Accounting & Bookkeeping, Books, Cash Flow, Other, Personal financial planning

Even if you make 10 phone calls to correct an error in a bill, the law won’t be able to protect you if the billing company still fails to make amends. Protection under the Fair Credit Billing Act will only click into place if you address your problems on paper. If...

Interviewing For Your Financial Advisor

by | Mar 7, 2016 | Accounting & Bookkeeping, Cash Flow, Personal financial planning

There are a lot of different ways that people start working with a particular financial advisor. Often it is through a meeting at a business or social event or through a recommendation by a friend or family member. While these are good options to find a financial...

5 Easy Ways To Create Wealth

by | Mar 2, 2016 | Cash Flow, Cost Cutting, Personal financial planning

Many people assume that to create wealth you have to find additional sources of income. While another job or winning the lottery is certain to boost your bank account balance, there are simple little things that anyone can do to help increase the amount of money they...

Talking To Your Financial Advisor About Long Term Investments

by | Feb 29, 2016 | Other, Personal financial planning

With the upheaval in the markets in the not too distant past many people, especially millenials, are hesitant to consider long term investments as an option for creating wealth. However, it is not long term investing itself that is the issue; it is the type of...

Discussing Your Insurance Coverage With Your Financial Advisor

by | Feb 24, 2016 | Cash Flow, Other, Personal financial planning

There are a lot of very well meaning insurance agents and companies that work diligently to provide top levels of coverage for their clients. They don’t actively or intentionally oversell insurance but, through the years and if people change policies, add to coverage...

Late Starters And Retirement Savings

by | Feb 22, 2016 | Cash Flow, Current Affairs, Personal financial planning

If you talk to a top financial planner you will quickly find out that it is never too late to start thinking about retirement savings. Unfortunately many people think that if you don’t get started in your early 20s or 30s you have missed your opportunity completely....