Financial Planning Archives • Page 6 of 10 • Financially Simple

March 19, 2019

Where Do I Invest My Money for the Maximum College Savings

March 19, 2019

6 of the Most Popular Investment Options for College Savings

If you’re ready to start saving for your children’s higher education expenses, then you may be wondering where you should put your money in order to receive the best benefit. Thankfully, you have a myriad of investment options for college savings. Let’s look at the most popular.

August 23, 2018

August 23, 2018

5 Top Budgeting Apps – Their Drawbacks and Benefits

With today’s ever-advancing technology, tracking your finances has never been easier. No matter what route you’re hoping to take with your fiscal matters, there’s likely a website or app to help you get there. Here are my five top budgeting apps that can and will help you keep tabs on your money.

June 13, 2018

SOLD! Now What to Do with The Money After the Sale of Your Business? – Post #37

CONGRATULATIONS, friend! You just sold your business!!! You’ve realized success! Assuming that the statistics from the Exit Planning Institute are true, and 80% of businesses below 50 million dollars in revenue never sell, then you’ve just joined an elite minority of small business owners. Way to go! You’ve just done something that few people have ever done. But what do you do now? If you’ve just received a financial windfall, what do you do with the money after the sale of your business?

January 10, 2018

January 10, 2018

Do Extra Mortgage Payments Really Help?

When it comes to paying your mortgage everyone knows you can save money on the interest by shelling out a little more and applying it to the principal. That means additional principal payments benefit you later on, right? You may also view one dollar today as the same dollar tomorrow. However, that’s not technically true. It depends on how much and why you spend it. If that seems a little confusing, let me break it down a bit more for you. That way you’ll know how much you really are or are not saving.

November 5, 2017

November 5, 2017

4 Tips to Keep From Overpaying a Financial Advisor

When it comes to frugality, most people would agree that being thrifty is usually a good character trait. However, when it comes to your financial future that probably isn’t the best area to skimp. With more and more people turning to financial advisors, there are still many that chose to go at it alone. Some believe they can handle it all their own, while others are simply scared of how much it will cost them. They fear overpaying an advisor.

October 31, 2017

What is a CFP and why are they important

October 31, 2017

Tips for Effectively Communicating with Your Financial Advisor

Sometimes when dealing with someone you consider an expert, it may seem overwhelming to question what they are telling you—especially when that person is your financial advisor. However, we are all human and make mistakes. Questioning can lead to many great discussions and help keep communication channels open. So, how do you properly question your advisor without coming across the wrong way?