Job decisions after a corporate takeover

February 19, 2015

Well it’s officially here, last week my company was finally sold to a competitor.  My workplace is transforming and as of now my professional fate is yet to be determined.  I’ve waited four months for this day and all of a sudden that day came…and went. That’s right.  After much anticipation and many tears from […]

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Do I Need to Hire a Professional to Get Tax Debt Relief?

February 19, 2015

What is it about spring that causes a bit of anxiety in the air? Oh yes, it’s tax time. Are you facing stress due to tax debt? Well, let this be the year that you confront your tax troubles head on and fix them once and for all. But, how? Hiring a financial professional is […]

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How are you celebrating Valentine’s Day?

February 18, 2015

Good morning Dinks.  It’s the time of the year when newlyweds and old married couples alike showcase their love for each other with flowers, chocolate, cards and stuffed animals.  Whether you’re on a first date this year or celebrating a quarter century anniversary it’s one day to show your love without boundaries. Or is it? […]

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Are you holding too much cash?

February 16, 2015

Good morning Dinks, let me ask you a question.  Did you receive your end of the year investment account statements?  How are your investments performing – as you hoped they would?  If your investment returns are less than up to par don’t blame the market, maybe you just aren’t fully invested. When clients call me […]

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Weekly Roundup: Valentine’s Day and Friday the 13th

February 13, 2015

Happy pre-Valentine’s Day Dinks.  Despite being Friday the 13th I hope you have a wonderful weekend with your sweetheart full of good food, sweets and lots and lots of love. Enjoy these posts from our friends.  Have a great weekend! Clever Dude – All About Life Insurance Premiums Money Talks News – Financial Stress May […]

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Is Valentine’s Day Just For Women?

February 12, 2015

Good morning Dinks.  And to all you men who are frantically searching stores to find the perfect Valentine’s Day gift – Good Luck.  Let me let you in on a little Valentine’s Day secret – we are going to love whatever you get us because it’s the thought that counts.  Right?  Wrong! But I am […]

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Where did you meet your spouse?

February 11, 2015

Good morning Dinks.  Continuing on with our theme of Valentine’s Day posts this week I thought we could swap stories on when you met your spouse.  I’m one of those girls who loves hearing stories of how couples fell in love, who asked who out first and the stories of how you got engaged.  Yes […]

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How to Find a Good Financial Advisor

February 10, 2015

If you are looking for ways to diverse your finances, need help in handling your stock portfolio, or you need help on the best ways on how to save, invest or grow your money, it is best to seek advise from a reputable and reliable wealth manager. You must be absolutely diligent in doing your […]

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The Little Amounts Add Up; Make It Work For You

February 6, 2015

Whenever we hear or read about budgeting, we read “you’d be surprised by how the little things add up.” A coffee, out to lunch a couple times last week, forgot my sunglasses at home so I’ll just buy a cheap pair. Essentially, we know. The little things add up; but typically that is working against […]

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