by Tom Neeser | Feb 18, 2020 | Personal Finance
I ran across this blog that my partner, Cheryl Ashbaugh, wrote several years ago and wanted to share it with you. I hope that you find these words encouraging and inspirational. We all can benefit from better relationships; it’s really where everything...
by Tom Neeser | Feb 7, 2020 | financial planning, Lifestyle planning, Personal Finance
According to PricewaterhouseCoopers (PwC’s 8th annual Employee Financial Wellness Survey PwC US, 2019), when U.S. employees were asked what caused them the most stress, more cited financial matters above any other life stressors combined. So what is driving this...
by Tom Neeser | Jan 21, 2020 | financial planning, Investing
It is not a matter of if, but when, because sooner or later, the Bull Market will end. Most people will not be ready for it, and sadly, many will be caught short. You may believe there is still room for the market to continue its upward movement, but are you willing...
by Tom Neeser | Dec 10, 2019 | financial planning, Personal Finance
“By failing to plan, you are planning to fail” Benjamin Franklin Holidays are a great time to gather with family, have fun with friends, and experience the joys of the season. Unfortunately for many, it is also a time for overspending, bad financial decisions, poor...
by Tom Neeser | Nov 26, 2019 | financial planning, Personal Finance
In the past, most families keep their most important documents in a safe deposit box at their local bank. Today banks are not even including safe deposit boxes in their new buildings, and the ones that still exist may not be as safe as you think. Every year hundreds...
