How to Find More Time and Money: 4 Ways to Prioritize Yourself
By The Planning Center, Financial Planner Schedule a Free Consultation Let me ask you two questions: 1. Do you ever wish you had more time to do the things you love? 2. Do you ever wish you had more money to do the things you love? Now I want you to take two minutes to write […]
Cash Course: Why women need to talk about money
By The Planning Center, Financial Planner Schedule a Free Consultation Business reporter Sarah Ritter discusses with The Planning Center’s Amber Miller why women need to talk about money in this feature story. Read whole article here: https://qctimes.com/business/cash-course-why-women-need-to-talk-about-money/article_225f228d-6ee9-5bb0-a6b3-876ee9ddafee.html The advisors at The Planning Center can help you set a course for personal growth, financial strength, and most importantly, peace of […]
How Women Can Avoid Money Mistakes
By The Planning Center, Financial Planner Schedule a Free Consultation Imagine Suzie: she’s a young professional with a promising career she loves. Suzie has a significant other and two young children. She likes to go on vacations skiing and soaking up the sun. She spends her evenings split between dinners out, running the kids to sporting […]
Six Steps to Make Investing Easier than Reading Your Bank Statement
By The Planning Center, Financial Planner Schedule a Free Consultation Ladies, who manages your household finances? My guess is it’s you. While many households share financial responsibility equally, in the majority of American households, women are paying the bills, balancing the checkbook, setting money aside for rainy days, and know where virtually every dollar goes. 1 […]
Building the Foundation
by Eric Kies “I’m not worried about us, what I’m worried about is our kids, and our grandkids. They’re not going to have the same type of life we’ve had. Who is going to help them along the way?” This concern, who is going to help our children and grandchildren, emerged from a series of […]
Holiday Spending Tips
By The Planning Center, Financial Planner Schedule a Free Consultation Please be honest: Have you ever over spent on gifts for one of these special occasions: Christmas, Hanukah, Anniversaries or Birthdays? If the answer is yes, this post is for you! Below are 5 action steps you can start today to never overspend again, as well […]
Why it matters that your financial advisor is a Certified Financial Planner
By The Planning Center, Financial Planner Schedule a Free Consultation So you’re looking for a financial advisor. You’ve heard all the titles: Financial Advisor. Investment Advisor. Registered Investment Advisor. Certified Financial Planner. Certified Financial Analyst. Stock Broker. Broker…and the list goes on. Who do you go with…or have I lost you already?!? In this day and […]
Why I Changed Careers to Become Your Financial Planner
By The Planning Center, Financial Planner Schedule a Free Consultation Designing, coaching & contagious behaviors For most of my life I struggled to find my own professional community and sense of purpose. I found myself drawn to the arts and initially worked as a scenic designer for stage plays. It was an attempt to create […]
