2014

Do you need help getting your finances in order? Learn tips and ideas for money management and working with a financial advisor.

About Me
Improving Your Financial Situation

After spending years working on my career, I realized that I wasn't in the best financial situation--even though I had worked hard. I owed a lot of money to a lot of different people, and it was really frustrating. Instead of ignoring my situation and hoping for the best, I decided to start working with a financial advisor to get some help. He walked me through basic budgeting, and it was really incredible to see things start to turn around. This blog is all about improving your financial situation one step at a time, so that you can enjoy a newfound sense of freedom.

Latest Posts
Archive
Search

3 Tips For Transforming Your Finances By Creating A Budget That Works

3 October 2014
 Categories: , Articles

Getting to a point in your life where you have financial freedom takes time and work, and the number one thing it requires is a good budget. Developing a budget that works is not easy, but it is the single most important thing you can do for your financial future. As you begin setting up a budget, keep these important tips in mind to help you succeed with your finances. Read More …

When To Consider Taking A Lump Sum Payment For Your Annuity

27 August 2014
 Categories: , Articles

In most situations, the penalties associated with cashing out your annuity make it a bad idea to try and get out early. However, even with retirement annuities that often carry a 10% penalty, early withdraw options can sometimes offer you a financial benefit. Understanding when this is the case involves placing a correct value on the options that a lump sum payment represents. While there is no rule of thumb for making this decision, there are a number of situations where a lump sum payment is likely a smart decision. Read More …