Patience is a vital tool in financial planning. As I mentioned in my last post, I want to do more with Faith-based topics in financial planning. As we look again at the Fruits of the Spirit from Galatians 5, let’s focus on patience. In a world where we can have anything our hearts desire almost…
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June 2nd, 2022
Patience in Financial Planning
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April 28th, 2022
Financial Planning: Asking for Help
Humility – Asking for help with financial management. There are millions of websites telling you about financial management and it will be difficult for me to pull the audience away from those sites. I have a degree in finance and still look at those articles myself, so I don’t fault you at all for going…
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January 21st, 2022
Tithing is an Investment
Financial Planning in Pikeville, North Carolina Pikeville, North Carolina is a small town with about 700 residents. Pikeville is in Wayne County, which has approximately 120,000 residents. Being a financial planner in Pikeville brings an interesting challenge because it’s not so much about having more money as it is about maximizing the money we have. …
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November 24th, 2021
The Three Questions We All Ask Ourselves
Financial advisors can talk about money all day, but we really want to know about you; the client. It’s hard to help you reach your clearly defined, reasonable goals if we don’t take the time to get to know you. While financial planning is a fairly new industry, the concept is as old as mankind….
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September 23rd, 2021
Why Does Your Credit Score Matter?
Why does your credit score matter? Simply, it can help create opportunities. We can sit around complaining about how our jobs should pay us more for our entire lives. The odds are nothing will change, so we must take steps to help ourselves. Also, many of us work at small businesses where our employer cannot…
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April 29th, 2021
Three Reasons Why You Need a Financial Planner
While there are many reasons why I personally believe we all need a financial planner, there are three main reasons. The three reasons why you need a financial planner are convenience, consistency, and the opportunity for growth. Technology has found ways to replace many jobs and this trend will probably continue. However, I believe these…
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January 20th, 2021
What to Expect From Your Financial Planner
I can preach all day about the advantages of financial planning and the need for all people to use these services. However, sometimes it helps to hear from others, so my readers will not think I’m crazy or the typical salesman just pushing their services on consumers. In a perfect world, my job wouldn’t even…
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November 24th, 2020
How much should I have in an Emergency Fund during COVID-19?
How much should I have in an emergency fund during COVID-19? The normal rule of thumb for how much to have in an emergency fund is enough to cover three to six months of expenses. Let’s be honest, the COVID-19 Pandemic dislocated that rule of thumb. If you had six months of expenses and lost…
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October 27th, 2020
Do I Need a Financial Advisor?
Yes, I believe everyone needs a financial advisor. If you are asking “Do I need a financial advisor?”… “Do I need a financial advisor” is one of those questions we ask, but never trust the answer. People say we don’t need a financial advisor because we just need to spend less. That’s all we do…
