financial advisor Archives

14 Jul

Everything You Own

By Craig Smith, CFP®, CFA®, CKA®
In Blog

Everything You Own A realtor friend jokingly congratulated me on purchasing my home in 2009 by saying, “Welcome to the class of ‘home-moaners’!”. Get it? Homeowners constantly moan about their property’s maintenance, upkeep, and to-dos. If you’ve owned a home

19 Oct

Do You See the Forest, Yet Ignore the Trees?

How many times have you heard the phrase, “Can’t see the forest for the trees?” This refers to being so focused on the small details that someone fails to see the larger picture. In my experience, I’ve found that when

04 Aug

7 Secrets to Find the Right Financial Coach

How do you find someone who will not waste your time, efforts or money in your quest for financial success? Whatever your biases, I believe it is critical that you find someone who can maximize your potential, time, and money.

30 Jan

The Tax Season Cometh: Putting your refund to work for you

With tax season just around the corner and the IRS having just released information that it plans to issue refunds about as quickly as it did last year (9 out of 10 refunds released in under 21 days (www.irs.gov) ),

23 Jan

Are you a widow? Or do you know a widow?

If so, there are some things that need to be understood: 1. This is not a quick process 2. There is little that needs done immediately 3. Everyone deals with this differently emotionally, physically and spiritually 4. No one really

16 Jan

If You are Worried About Your Retirement, You Are Not Alone

Retirement might be years away for you, but you have this persistent nagging feeling inside. You might even be comparing your financial situation to specific friends, coworkers, or peers around you. You observe that you are the less financially prepared

02 Jan

4 Ways to Minimize Your Debt Today

As of September 2012, the U.S.’s total revolving debt stood at $852 billion (98% of which is made up of credit card debt). The total amount of U.S. consumer debt stood at $2.43 trillion. It’s not a surprise to say