January is a time when many people start making plans for the coming year. But when it comes to your finances, focusing only on what you want to achieve in 2022 might not be enough. Rather than just looking at your next big financial goal, you should be thinking aboutRead More →
Breadcrumb Links Life Financial wealth is built on three foundations: income, insurance and investments. Publication date : December 27, 2021 • December 29, 2021 • 4 minute read • Join the conversation When it comes to building wealth, you need to make sure all the financial pieces are in place.Read More →
A financial plan is the foundation of any good investor – a first step toward creating a long-term strategy that holds up, whether your goal is to pay down debt or build wealth for generations to come. Your financial plan is your compass when making decisions big and small thatRead More →
The Town of View Royal has amended its financial plan to formalize several new council-approved grants and investments throughout 2021. Changes to a municipal financial plan after it is officially adopted each spring are common. But this year, the changes made by View Royal were significant enough to necessitate aRead More →
The Public Employees Insurance Agency’s finance board has approved a plan for the next fiscal year that, again, has no rate increases for insured state workers. Dale Lee “Another year without a raise, it’s hard to say anything wrong,” Dale Lee, president of the West Virginia Education Association, told boardRead More →
As the holiday season approaches, I remember the Christmas gatherings and the exchanging of gifts among family and friends. Although we all love receiving gifts, it is the joy I get from giving that is most rewarding. This is especially true when the gift is something that has a lastingRead More →
This month of January does not only mark the beginning of a new year. It is also the second anniversary of the first identified case of Covid-19 in the United States. At the time, the pandemic took most people by surprise. Now many of our lives don’t look like theyRead More →
Real estate investors struggle to find financial planners who can fit their real estate holdings into their plan. And that’s because most financial planners use out-of-the-box software that supports traditional investment accounts like IRAs, 401(k), and taxable accounts, but not the unique aspects of real estate investments, according to DanaRead More →