by Kristine McKinley | Sep 7, 2014 | Financial Planning
It’s one of the six steps of the financial planning process. But, oftentimes, it’s the one step that gets overlooked. It’s the sixth step – the annual financial check-up. The annual financial check-up is indeed the most important of the...
by Kristine McKinley | Jan 21, 2009 | Financial Planning, Investing, Personal Finance, Retirement
It’s hard to say what 2009 will look like. While there are still several concerns (the housing market, rising unemployment, etc.), there will also be considerable government intervention to help improve the economy this year, both in the U.S. and worldwide. So...
by Kristine McKinley | Sep 6, 2008 | Company News, Uncategorized
Introducing a new consulting service: Jump Start Your Finances Are you: Overwhelmed by your company’s 401K choices? Confused about investment products? Living from paycheck to paycheck? Saving enough to meet your financial goals? Getting all the tax deductions you are...