Tag Archives | homeowners insurance

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3 Financial Planning Tasks for a Snow Day

These three financial planning tasks can make your snow day very productive. After shoveling the walk and building the snowman, try to complete one or two of these tasks. You know you’ve put them off. So why not take advantage of the snow day to get them done once and for all. 1. Obtain and […]

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Financial Goals – How Much By When?

I often advise clients on how to set financial goals. One technique I use is to ask “how much by when?” Answering this question is a good way to put meat on the bones.  It makes your financial goal concrete. The technique also provides an easy way to check whether you achieved your goal. One […]

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