Tag: financial planning

College Savings 101 – The 529 Plan

By Kelly Hodges Now that you’ve calculated how much it will cost to send the apple(s) of your eye to college (and recovered from the minor...

College Savings 101 – Reality Check

By Kelly Hodges Many parents identify as a financial goal the desire to “pay for college” for their children. Setting the goal is easy, but in...

Why You Should Be Tracking Your Net Worth

By Kelly Hodges Net Worth = Assets (what you own) – Liabilities (what you owe) Calculating net worth is essentially synthesizing all aspects of your personal finances...

Financial Fundamentals: Paying Yourself First

By Kelly Hodges This month we’re getting back to basics and taking a look at some of personal finance’s most important fundamentals.  For people across all...

Financial Fundamentals: Setting Goals The Right Way

By Kelly Hodges Imagine getting in your car and starting to drive, with no particular destination in mind.  How do you know if you are going...

Financial Fundamentals: Getting Back to the Basics

By Kelly Hodges It is January, the hustle and bustle of the holidays is behind us, and a fresh new year greets us with open arms. ...

The Advantages of Employing a Financial Planner

By Kelly Hodges Now that we’ve discussed why a financial planner should be part of your financial plan (read more here), and how to go about...

How to Find a Financial Planner That’s Right For You

By Kelly Hodges Employing a financial planner is a big decision, and the process of choosing one deserves some careful thought and investigation.  After all, this...

Should a Financial Planner be a Part of Your Financial Plan?

By Kelly Hodges The decision of whether or not to use a financial planner is a big one, and not to be taken lightly.  There’s no...

Playing for Keeps: 5 Simple Strategies That Put You in the...

Ever had a stock or index fund in your portfolio head south and thought "I'll give it a little more room" or "I've got years to...

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