by Kristine McKinley | Sep 7, 2014 | Financial Planning
It’s one of the six steps of the financial planning process. But, oftentimes, it’s the one step that gets overlooked. It’s the sixth step – the annual financial check-up. The annual financial check-up is indeed the most important of the...
by Kristine McKinley | Aug 20, 2010 | Featured Post, Financial Planning
Many people hire financial planners to help them meet their financial goals. Whether you are a beginner investor with very little experience or whether you have a good knowledge and understanding of financial planning topics, a financial planner can be a valuable...
by Kristine McKinley | Jun 26, 2009 | Financial Planning
The weather’s great, so staying inside with your finances probably doesn’t sound like a very entertaining option. But a midyear review of your taxes, retirement and spending issues can be far more valuable than the rushed attempt most people make at the...
by Kristine McKinley | Jan 21, 2009 | Financial Planning, Investing, Personal Finance, Retirement
It’s hard to say what 2009 will look like. While there are still several concerns (the housing market, rising unemployment, etc.), there will also be considerable government intervention to help improve the economy this year, both in the U.S. and worldwide. So...
