Financial Plan

America’s Biggest Money Regrets

As crooner Frank Sinatra once said, “Regrets, I’ve had a few….” In Sinatra’s case, however, they were too few to mention, and inevitably he was satisfied that he had lived a life “his way.” If only all of us could live with Frank’s conviction. Unfortunately some decisions, especially those that have to deal with money, can often be decisions we look back on with regret….

New Year, Time to Review and Plan

Last week’s blog, the first of the New Year, highlighted that the top financial resolutions people made were to save more and spend less for 2019. While good intentioned, we know making resolutions stick for the whole year (or even past the first few months!) is where most of us fail. So, in order to back those good intentions with a solid plan, here is a list of 10 things to do now to improve chances of making 2019 a success on the personal financial planning front…