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Having More Money Than Month

We have a unique situation in 21st century. With the invention of digital money with situation where we are spending money that we don’t really see. It wasn’t so long ago, that when you purchase something you could see the cash coming out of your pocket. In today’s economy you don’t see the cash coming…

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So, it’s 6 days before your next paycheck and your bank balance is flat-lined! Where did all your money go? How did you spend so much, on so little, so quickly? You know the old adage – out of sight, out of mind? Well, in these days of electronic banking, it has never been truer….

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Sure, we all want to help those we love. None of us likes to see our family members struggle financially. But it behooves us to make sure that we are helping them in a positive way, and not creating a culture of dependency. It goes without saying that those of us approaching retirement are often…

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Okay, we all have done it. You structure a budget that is something you can live with, but suddenly… wham! Something happens and you give in to the siren call of the impulse buy, wrecking your whole budget. As they say, forewarned is forearmed. With that in mind, check out these 6 pitfalls and some…

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6. Hit the phones Cold calling is back! However, these days, it’s not about “dialing for dollars.” Instead, it’s about identifying your target market and figuring out how best to approach it. Do your research first! Find out all you can about the market; what makes it tick and, most importantly, what are the opportunities…

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Throughout your career, you can find yourself facing several paths to choose from and many difficult choices. Don’t waste time trying to find the perfect moment to choose the perfect path, hoping it was the correct choice.  Because selecting the perfect strategic path to follow is not as important as choosing a practical path and…

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4 Tips To Help Maximize Your Income Today

We all know that a retirement plan typically focuses on investing money for the long term. This strategy relies on high returns on these investments over the years and encourages minimizing expenses to free up more money to contribute to your plan. But what if you could create a sustainable income today to create more…

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In a recent study, the Federal Trade Commission reported that 5 percent of consumers had errors on their credit reports and 26 percent have an error that may well affect their ability to obtain credit or a get a better interest rate. These results emphasize the need to be proactive and check your credit report…

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Are You Creditworthy?

Sooner or later, everyone requires some type of loan or credit card account. If you know what lenders are looking for when deciding whether or not to give you credit, you can prepare yourself to be in the best possible financial position before applying. The six main factors that lenders use to evaluate your creditworthiness…

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How Educating You Clients Makes You Money

An element of education is a part of each financial transaction, but committing time and energy to help your clients become financial literate can actually make you money. How? Well, by educating your clients, you not only give your client confidence with financial matters, but it also creates good communication and, ultimately, a stronger advisor-client…

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