Saving/Spending
19 May 2016 MONEY “DATES”
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The idea of “Money Dates” has recently resurfaced in my mind. I was having a discussion with my husband about our finances. We had just re-balanced our portfolio, with the help of our advisor, Jim Ludwick!...
12 May 2016 A Personal Finance Crash Course For Recent College Grads
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A wonderful set of parents recently sent their son to me for financial advice. He was a new college graduate and was about to start his first “real” job. Prior to this session,...
18 Mar 2016 6 Habits Of Highly Successful Savers
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By Jim Ludwick, CFP Learn more about Jim on NerdWallet’s Ask an Advisor With the utmost respect and honor to Stephen Covey for my very similar title (Covey’s “7 Habits of Highly...
10 Mar 2016 Maximize Your Employee Benefits
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Being your own boss might seem like a sweet deal, but one of the advantages of working for a company is the employee benefits package you’ll usually get. Typical benefits include a retirement plan,...
10 Mar 2016 Be On The Lookout For These 7 Everyday Scams
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Each year, hundreds of thousands of older Americans are victims of abuse, particularly financial abuse. As a financial advisor, it’s part of my job to be on the lookout for...
