Good Financial Reads: How to Start Easy Financial Planning for Beginners

1 min read
May 05, 2023

Podcast Ep 11: How to Get Where You Want to Go

by Michelle Smalenberger Financial Design Studio

Where do you want to be with your finances? Do you have what it takes to get there? Sometimes you might not even recognize what your true goal is, much less how to achieve it. In this episode, Jake and Michelle take a high level view of how goals work, how to reach them, and how this applies to your personal finances.

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Developing Your Financial Plan

by David Barfield, Datapoint Financial Planning

Having a solid financial plan for your family is more critical today than ever before.  Pensions are disappearing rapidly (only 25% of civilian workers and 15% of private industry workers had access to a pension in 2022 according to the Bureau of Labor Statistics).  As a result, you Millennials and Gen Zers know very well that the responsibility for funding your retirement falls on you, not your employer or the government.

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Financial Literacy Month: 5 Financial Literacy Tips to Help You Cope with Economic Uncertainty

by Jeremy Morris, Five Pine Wealth Management

Uncertainty is inevitable in our constantly changing, fast-paced world. And in recent years, it’s become clear just how uncertain things can be. On a day-to-day basis, we deal with all kinds of  societal, technological, and of course, economic uncertainty. 

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How to Organize Your Financial Life

by Michael Reynolds, Elevation Financial

Being organized is one of the most effective ways to make progress in your financial life. It can be difficult to manage all the demands placed on us every day and money is often the underlying foundation in all of it.

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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.

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