Tag: financial planning

Feb 15

Getting to the Heart of It

This material is for information purposes only and should not be construed as legal or tax advice, nor be construed as specific financial advice to an individual reader’s personal situation. Every effort has been made to ensure its accuracy, but errors and omissions are possible. Individual circumstances may vary and specific financial, legal and tax advice from professional is always recommended. Future tax changes and market conditions may affect this information.
Nov 23

Not Putting All Your Eggs in One Basket

Written May 2014 by Marie DeLauretis We completely agree with the old adage of not putting all your eggs in one basket, but you certainly want all your chickens on one farm, don’t you? True that you should never have all your money in one investment, say one stock. But when it comes to all of […]
Sep 14

Financially Organized Rescue

Written September 2013 by Marie DeLauretis No doubt, for many individuals, financial planning, or just thinking about organizing your finances can be overwhelming.  How does one begin? Indeed, where to begin? But financial planning does not have to be a daunting process.  It should begin however, with a financial organizational strategy. If you think about […]