Ep 102: Market Risk with Colleen LeMasters, CFP®, ChFC®, BFA™
Today’s guest is Colleen Lemasters, CFP®, ChFC®, BFA™. Colleen is an Investment Advisor Representative and Insurance Professional at FIG.
Ep 101: End of the Year Planning Pt. 2
On today’s show, we will be discussing end-of-the-year planning with one of our Financial Advisors, Dan Oaklief, RICP®, CPFA. Our last episode touched on the current and future markets, and today we want to look at what you should consider as a retiree at the end of the year.
Financial Goal-Setting Tips to Help Achieve Your Money Goals
Clarity is Key if You Want to Reach Your Personal Financial Benchmarks When it comes to your money goals, it’s important to find the right balance between what you need now and what you want for the future. Some financial goals, like building an emergency fund or paying off debt, may require immediate attention, while others, such as saving for retirement or buying a home, take years of planning. Understanding which of your goals fit into the short-term versus long-term category can help you create a financial strategy that makes sense for your lifestyle. With a clear distinction between […]
