What Questions Do You Have About Financial Planning?

Good evening Everyone,

The happiest of Mondays to you!  I hope you had a fantastic weekend.  I definitely did, as I try to do every weekend, living my best life.

For the past two weeks, we discussed budgeting and not overspending.  Has anyone been able to see a little more money in the cookie jar?  If not, that’s ok.  No time like the present to try again.  I really want to see our progress.  You will be amazed.  How about we start on Wednesday, August 1st.  We can do a check in every Monday.  I like to share things that help me.  So who’s for it?  Comment “Me” and we will do it before I get into the week’s topic.

Although I’m in the financial industry, it is important for me to cater to my audience.  What are some financial topics you would like to read about?  There are so many to choose from but I want it to be built around your needs and questions.  Here are a few that I discuss with my clients:

  • Mortgage protection using life insurance
  • Generational Wealth
  • College Funding (529)
  • Saving (topic now)

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