Tag Archives: financial planning
Food for the Journey
Budgets are necessary tools to help you reach your financial goals. Here's how to get started
According to Napoleon, an army marches on its stomach. On our journey we need something…
By Patricia Stallworth
Drafting a Financial Plan
Dion and Sherrunda Adkins aim to build a solid future for their family
Dion and Sherrunda Adkins both grew up in families that struggled financially. “In our family…
By Sheryl Nance-Nash
Family Ties
How three generations of one family work together to build a financial legacy
Avery Allen isn’t your typical 12-year-old. Unlike most of his peers, he doesn’t see his…
By Bridget McCrea
Is Your Money Working For You?
Take time to set goals and prioritize where you want your money to go
So often, we live in the day-to-day, allowing the demands of the present to swallow…
By Patricia Stallworth
How to Tell if You Need a Financial Planner
Here are some reasons people decide to work with an adviser
Families and individuals seek out financial advisers for any number of reasons. The National Association…
By Bridget McCrea
5 Ways to Reduce Debt
Start the new year on the right foot. These tips will show you how to lighten your financial load
In 2002, Kristen Tate decided that debt free was the way to be. With a…
By Leslie E. Royal
The Homebuyers Toolkit: Money Attitudes and Budgeting
Homeownership means learning to understand and manage your finances
Last weekend I attended The Money Conference for Women in Hartford, CT. A 26-year-old woman…
By LaToya M. Smith
How to Choose a Financial Planner
Six vital questions to ask before doing business
Having the right questions for a planner is critical. Here are six questions to ask…



