Good Financial Reads: Move Forward by Looking Back, Why You Need an Advisor in 2017, and More

2 min read
January 06, 2017



Following along with the blogs of financial advisors is a great way to access valuable, educational information about finance — and it doesn’t cost you a thing! Our financial planners love to share their knowledge and help everyone regardless of age or assets.

Catch up on some of the latest posts with this week's roundup:


Move Forward By Looking Back

by Leslie Ransom, Indie Financial Planning

The new year is an interesting time. We are simultaneously looking back at the year that was and anticipating what the new year will bring. We know very little has changed from the night before but we embrace the idea that January 1st begins as a clean slate and we can make changes to our lifestyles that will make it better than the year before.

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Why You Need an Advisor in 2017

by David Niggel, Key Wealth Partners

Have you ever second-guessed your financial plans or worried about your financial future? If so, you are in good company. Americans’ fears regarding their lifestyle, medical bills, and retirement continue to increase each year. More than 50% of Americans worry about not being able to maintain the standard of living they enjoy, and 64% are worried about not having enough money for retirement.

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How Do You Guarantee Investment Growth

by Eric Roberge, Beyond Your Hammock

Let’s say your cash flow is set and you have extra money at the end of the month. Now you need to establish a plan to grow that money. You also need to keep in mind the reason (or reasons) why you want more money in the first place.

This is the essence of goals-based financial planning — but how to do you go about setting an investment goal, and work toward it by achieving investment growth?

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Changing Your Mindset to Grow Wealth

by Katie Brewer, Your Richest Life

Happy New Year! 2017 is here, and most likely you’ve seen dozens of lists already about how to overhaul your finances, set goals and make the best resolutions. You can check out our tips for setting resolutions that stick here and here.

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