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South Burlington, VT

Value Creation Blog

5 Warning Signs Your Financial Plan Isn’t Working

5_Warning_Signs_Your_Financial_Plan_Isnt_Working.pngToo often we go through life thinking that things are going just fine. There are warning signs along the way but we just don't pay attention to them. I'm going to bet that most of you have had this problem at least once in your life.

Here are 5 things I would like you to think about to make sure that your plan doesn't let you down.

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Topics: retirement, savings, spending

Are You Safe From The Agony Of Running Out Of Cash?

Start_saving_before_its_to_lateI know you’ve heard this saying, “Cash is King.”  And the truth is, it is.

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Topics: retirement planning, Cash Flow, savings

An Easy Way To Save More

blog_june_8We all know we’re supposed to save money.  I don’t know how many times I’ve told people that if you want to retire, you’re just going to have to save more money.  Most of the time the people I’m speaking with will nod their head yes, go out the door and do absolutely nothing about saving more.

I’ve recently started trying a different strategy with my financial planning clients.  We’ve started to put money away in different accounts.  This way we can monitor each account and allocate savings for things we think are important.

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Topics: retirement planning, financial planning, savings

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