What's Your Plan?



As we move through our day, various sights and sounds trigger memories and thoughts of what is most important to us now, what we aspire to achieve and hopefully our plan to get there. So my question is, "What is your plan?" Most plans are too broad and vague to be that steady bridge we need to reach our aspirations that lead to our dreams. Follow me as I cover issues that touch people of all walks of life. Feel free to contact me so that we can set up an appointment to go over your plan today.





Candace



P.S. Your are responsible for your own plan, not your employer, your parents or your children.

Thursday, March 11, 2010

Have You Seen Your Money Lately?

I'm not referring to what is in your checking account or in your wallet.  I'm talking about the money you left at your last job or the money you have at your current job.  

Keep an eye on your 401k, TSA, 403b or whatever retirement plan you have been putting your hard-earned money into.  Why?  In the past decade people have watched their retirement savings diminish right before their eyes, whether they still work for the company or not.    

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Saturday, February 13, 2010

Why Do You Need Life Insurance?

"I can't spend the money, so why should everyone else get the money." That statement was made by a 38-year-old man with two children. Today's life insurance isn't what your great aunt's policy. It has been upgraded and redesigned to meet the needs of everyday people while they are alive and well. Many companies give you the option to use your policy while you are still alive. How?
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Thursday, February 11, 2010

He Said, She Said: Wealth Planning for Couples - Financial Planning

He Said, She Said: Wealth Planning for Couples - Financial Planning


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Tuesday, December 22, 2009

More Employers Consider Annuities for 401(k) Plans

A growing number of employers are planning to incorporate annuities into their 401(k) plans as companies look for ways to provide workers with steady benefits in retirement, according to a survey by Watson Wyatt.

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