<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=400669150353674&amp;ev=PageView&amp;noscript=1">
CONTACT US
800.472.1844
EMAIL US

OFFICES
29 SCHOOL STREET, LEBANON, NH 03766
264 SOUTH RIVER ROAD, BEDFORD, NH 03110
2300 FIRST STREET, #336K, LIVERMORE, CA 94550
400 EAST WALNUT ST., SUITE 128, SPRINGFIELD MO 65806

7 Habits for Healthy Spending

Posted by Clara Moses on May 28, 2024 8:30:00 AM

Does managing your finances ever feel like navigating a maze blindfolded? With temptations at every turn and endless options vying for our attention, it's easy to lose sight of our long-term financial well-being and make snap decisions. But fear not! By adopting a few simple habits, you can become a smart spender, enjoying the present moment while paving the way to a healthy financial future. Here are seven to get you started! 

Read More

Topics: financial planning, budgeting

What is a Financial Planner and Do I Need One?

Posted by Clara Moses on Jun 28, 2022 10:33:12 AM

There are many types of financial professionals. All the titles and accreditations can be very confusing; and the last thing you want to feel when putting your finances into someone else’s hands is confusion. To put your mind at ease, we’ve created an eBook that thoroughly explains what the title “financial planner” means and why you might benefit from working with one yourself. Simply put, a financial planner is a professional who helps you assess your current situation so they can then strategize actionable ways to achieve your long-term goals.

Read More

Topics: financial planning

Recent Posts