The following is a brief procedure to enable electronic statement delivery of your monthly statements. Due to recent technology updates, this procedure has changed slightly. If you are currently receiving electronic statement reporting, don’t worry, you are not affected. So here…
This week marks an annual five days of giving back to the community across the country, sponsored by the Financial Planning Association (FPA). The FPA is the organization who controls the CFP (Certified Financial Planner) designation and helps organize the week…
In our Zig when others Zag “Friday Positive Fashion” we found many positives this week, so buckle up, and let’s review together: Merkel the Muscle: AKA Angela Merkel, German Chancellor, flexed her muscles in the passing of a tough lower house vote to…
In a sudden shift of importance, US dominated media i.e. Dow Jones, USA Today, NY Times, and others are playing second fiddle to the UK born Financial Times. While we have been avid readers of the Financial Times for years due to…
A Will is one of the most fundamental devices in Estate Planning and organization of funds, but many may accidentally stumble, rendering this tool ineffective. One of the most important items to know when reviewing your, or any other Will, is not to write on it. While…
Zigging and zagging our way to positives this week, we found an interesting first positive, while maybe a stretch for a financial positive, we included it anyway. So here we go: Violent crime falls: Even with a slightly sluggish economy, violent crimes have…
For those that have been following and commented on our self-named “Little Brother” country example (Click to read prior post). I found this comment from the G 20 meeting, which kicks off today, a similarly, and slightly humorous parallel: “The…
A Scouts # 1 Motto “Be Prepared” is applicable to all of us, as a foundation of Financial Planning is to always have an emergency fund. A solid emergency fund forms the foundation of a financial plan. Just as our home…
Undoubtedly the record-breaking low yield on the US Government treasury security has caught the attention of most. Weather mortgage rates, car loans, or even the collaterally changed checking account rates, most understand rates are very low and have experienced this in one…
Zigging and zagging our way to positives this week, we found it much easier to spot good financial events to bring to you; so here is our abbreviated list of just 5 positives from this week: On Wednesday Moody’s cut French…
