by AFP Staff | Feb 27, 2020 | Financial Planning
Once you’ve built a budget and started getting some extra monthly cashflow, you’ll want to establish an emergency fund. An emergency fund is exactly what it sounds like—it’s there for emergencies only. As such it should be put away in a savings account, CD, or money...
by AFP Staff | Jan 23, 2020 | Financial Planning
As a financial advisor I’ve seen hundreds of investors ranging from inexperienced to advanced. I’ve seen people lose money and I’ve seen even novice investors make a lot of money because they got lucky. I’ve seen average investors make great gains throughout their...
by AFP Staff | Dec 6, 2019 | Financial Planning
Sometimes clients tell me they don’t envy what I do—the sitting behind a desk and calculating capital gains taxes, considering the many factors involved in choosing one retirement plan over another, diversifying and rebalancing portfolios as needed. It makes sense...
by AFP Staff | Nov 21, 2019 | Financial Planning
You don’t have to be making mega-bucks in order to succeed financially. In fact, there have been many people with large incomes who did not put basic personal finance practices into play and suffered drastic consequences as a result. Many lottery winners, professional...
by AFP Staff | May 31, 2019 | Financial Planning
Budgeting will make or break you. Get it on paper and implement it. Budgeting is not only an important aspect of wealth-building, but a vital tool for it. Without a working budget you simply can’t win with money. Clients and friends ask me all the time how they can...
