Sep 24, 2020 | Financial Planning
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...
Sep 24, 2020 | Financial Planning
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...
May 6, 2020 | Financial Planning
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...
May 6, 2020 | Financial Planning
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...
Apr 29, 2020 | Financial Planning, Jill Bertke, CFP®, Resources, Retirement, Taxes, Thoughts from TVAMP, Women
Practical financial planning considerations provided by our very own Jill Bertke. Jill Bertke, CFP® brings nearly 20 years of financial services experience to TVAMP. Jill’s mission has always been to help clients by growing, managing, and protecting their money. She...
Apr 27, 2020 | Financial Planning, Investing
One study asserts that these relationships can make a difference for investors. What is a relationship with a financial advisor worth to an investor? 2019 study by Vanguard, one of the world’s largest money managers, attempts to answer that question. Vanguard’s...
