Financial Planning Archives

27 Oct

Elections & Financial Planning

By Marlene Large
In Blog, Financial Planning, Live Your Best Life, Personal Finance

There are probably things that will happen in our life that are way more substantial to our success than an election. Yet we let the election control us. No matter what your beliefs are, you may win or lose next week. But that doesn’t mean you lose in life!...

01 Oct

Financial Planning Gives You More Time

By Marlene Large
In Blog, Financial Planning, Live Your Best Life, Personal Finance

Financial planning allows you to maximize your time for the things that are most meaningful in your life. You may ask, “How does good financial planning help me have more time?” Well, first you have to get organized.

06 Aug

Financial Readiness

By Marlene Large
In Blog, Financial Planning, Live Your Best Life, Personal Finance

What does “financial readiness” mean? Many people say, “Well, that’s having the perfect portfolio.” Some say that you have to outsmart and predict the market. Some say that it’s the ability to be agile enough to adjust when things go

11 Feb

I Wanna Be Like Ike

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

Remember those old Michael Jordan commercials? “I wanna be, I wanna be like Mike…” Well, how about wanting to be like Ike, as in Dwight D. Eisenhower. Supreme Allied Commander of joint military forces during World War II, and after

19 Nov

Like Sands Through the Hourglass

It’s 1989, and I’m 9 years old. My parents worry about kids ending up on a milk carton, yet they let me walk to and from grade school. A journey of about three blocks, but it was an adventure! They

29 Mar

Coaching, Are You Ready?

It is interesting to be in the business of coaching. Many people identify me as a financial planner, however, what I really am is a financial coach. I coach people to have better actions, better habits and ultimately, as a