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How many financial institutions do you use?

January 15th, 2014 Posted in Business, Finance Tips

imagesDo you know how many financial institutions you do business with? It might be more then you realize. There is your local bank, credit cards from stores, an old retirement plan and maybe a new retirement plan. How about your broker and if you have an IRA. Maybe a joint account with an elderly parent or a child. It is a good idea to look at these accounts and see if maybe you can consolidate them for ease of record keeping for the coming year.

Remember what Albert Einstein said…

January 8th, 2014 Posted in Business, Finance Tips

Albert_Einstein_1947aRemember what Albert Einstein said about imagination. “It points to all we might yet discover and create.” Now is an excellent time of the year to look at your portfolio and imagine where it will be in the time frame that you have chosen. Don’t worry about the predictions for the ups and downs of the market. Generally 99% of them are wrong. A stopped clock is correct twice a day. Do what you need to do to get to where you want to be, not what someone else says you should do.


January 2nd, 2014 Posted in Business, Educational Forum, Finance Tips

There is a very well done show on during the week on PBS called BizKids. It is all about finances. It makes financial matters easy to understand and can be enjoyed by viewers of all ages. Here in Central Florida it is on channel 15.1 at 8 am if you are using an antenna. Sit and watch it with your children or record it, for viewing later.butterflyanimation-11


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