Partners in Life Planning
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On Planning Ahead:

NOW, THE FIRST THING I ASK YOU TO DO is re-read the above quote, and look at the date it was quoted: January of 1929. The Wall Street Crash of 1929, also known as Black Tuesday or the Stock Market Crash of 1929, began in late October 1929 and was the most devastating stock market…
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On Being Prepared:

FINANCIAL PLANNING IS THE ACT OF LOOKING AT how you are living today, taking into account all expenditures in the future as well as inflation, college expenses, retirement planning, and other usually unforeseen circumstances and devise a plan to get where you want to go. Along the way, we get used to a lifestyle that…
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On Reducing Debt:

WHILE MR. CLITHEROE MAY POINT TO THE OBVIOUS, the fact is that in America today, paying for purchases usually happens after, not during the purchase. Debt is unfortunately rampant in today's world, sometimes because of necessity, and many times, by confusing the terms "want" and "need." When meeting with all our clients, one of the…
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