Financial Planning | TVAMP
Identify Your Personal Retirement Goals

Identify Your Personal Retirement Goals

Ask yourself, “What will my golden years hold for me?” Is the answer a comfortable home near a golf course? Free time to spend with your grandchildren? Or even a cross-country journey or trip around the world? Whatever your answer may be, the goals you...
Short-Term Goals vs. Retirement Savings

Short-Term Goals vs. Retirement Savings

Too many focus on immediate needs versus saving for retirement American workers find it difficult to save for retirement because their distant financial needs tend to take a backseat to more immediate economic concerns, even if they have their day-to-day finances...
Get SMART: Tips for Effective Goal Setting

Get SMART: Tips for Effective Goal Setting

Regardless of which phase of the business life-cycle you’re in, you can get SMART about setting goals to motivate yourself, move forward to grow your business, and track your success. SMART goal setting for small business owners consists of steps defined by the...
Aging Parents and Money

Aging Parents and Money

Getting old is hard. Your parents’ ability to manage their own finances may decline as they age. Helping them with money matters is a sensitive issue you need to approach carefully. When you hit a certain age of your life, you may realize that one topic keeps coming...
How to Help Aging Parents

How to Help Aging Parents

Financial capacity – the ability to manage your finances in your own best interest – involves everything from paying bills to reading a brokerage statement and weighing an investment’s potential risks and rewards. And preparing for the potential decline of that...
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