Annual Financial To-Do List

Things you can do for your future as the year unfolds.  Provided by Misty Pittman   What financial, business, or life priorities do you need to address for the coming year? Now is an excellent time to think about the investing, saving, or budgeting methods you could...

Budgeting for Beginners

Getting started with you household budget. Provided by Misty Pittman   Budgeting towards needs and goals. One of the objectives of creating a household budget is that, as time moves on and the various household members advance in their careers, they are likely to make...

End-of-the-Year Money Moves

Here are some things you might consider before saying goodbye to 2020.  Provided by Misty Pittman   What has changed for you in 2020? For many, this year has been as complicated as learning a new dance. Did you start a new job or leave a job behind? That’s one step....

October Is Financial Planning Month

Six areas of personal finance to review.  Provided by Misty Pittman   When training to become a financial professional, much of our course work centers on the six critical areas of creating a financial strategy. Some recognize October as Financial Planning Month, so...

Why Regular Rebalancing Makes Sense

Your investment portfolio may be off-kilter, and you may not even know it. Provided by Misty Pittman   Everyone loves a winner. If an investment is successful, most people naturally want to stick with it. But is that the best approach? It may sound...