1. You Must Know the Answers To These 4 Financial Questions – Part 2

    Welcome back to the Successful Financial Strategies blog! In our last post, we began discussing why it is important to have the answers to four questions. To sum it up, these questions are a means to help you measure the state of your financial situation and, really,  to make a plan for the future. Working harder at something will only get you so far. However, working smarter is what will make al…Read More

  2. You Must Know the Answers To These 4 Financial Questions

    As financial advisors and residents in the Henderson and Arden areas, we often come across people that do not know that much about their financial situation. Yes, they are able to pay the bills and they are not defaulting on any loans or are having any other major financial hardship. However, a common theme is that they have no idea what their long-term financial situation looks like and they do n…Read More

  3. What is Financial Planning?

    Welcome back to the Successful Financial Strategies blog! In our last blog, we began discussing why financial planning is so important. It is more beneficial than just budgeting and offers a bigger, less risky payout then “get rich quick schemes.” Many people dream about having more money. They think about everything they would buy, how much more peace they would have, and maybe how different …Read More

  4. Successful Financial Strategies: Planning Is Key

    Welcome back to the Successful Financial Strategies blog! Lately, we have been taking about life insurance — and talking about it a lot. Life insurance is a crucial means for preparing for the future and taking care of your family. It is a means of protecting your nest egg and can actually provide benefits during your lifetime. To learn more about life insurance and what it can do for you, be su…Read More

  5. 10 Things to Ask Your Financial Advisor — Part 2

    Welcome to the Successful Financial Strategies blog! Lately on our blog, we have been discussing those questions that are important for you to ask your financial advisor before you start working with them. Not all financial firms are created equal and neither are financial advisors. Before you commit to work with any particular organization or person and allow them access to your assets, make sure…Read More

  6. 10 Things to Ask Your Financial Advisor

    Hello and welcome back to the Successful Financial Strategies blog! On our blog, you can expect to learn more about all aspects relating to your finances. Lately, we’ve been talking about financial planning, including what it is and why planning is key to finding financial success. We can’t control everything that happens in the world that affects our financials, but making progress towards ou…Read More

  7. AssetLock® & SFS Join Forces

    Welcome back to the Successful Financial Strategies blog! Today, we are happy to announce that AssetLock® and Successful Financial Strategies have joined forces to provide our clients in the Arden and Henderson area the most effective tool for monitoring their 401(k) and other retirement accounts. Stick around to learn more about what this could mean for you and your retirement savings. If you ar…Read More

  8. 3 Reasons You Shouldn’t Rob a Bank

    (and Should Invest in Financial Planning) If you’ve ever been chatting about your financial situation at a party and the topic of robbing a bank came up, you’re not alone. Most of the times when we bring up the possibility of robbing a bank, we are completely joking and would never seriously consider gathering our own Ocean’s 11 gang. Most of us wouldn’t even know where to start to plan su…Read More

  9. What Are Risky Investments?

    Welcome back to the Successful Financial Strategies blog! In our last blog post, we talked about why it is better to invest in financial planning instead of robbing a bank. We, of course, were speaking in a tongue-in-cheek manner about this topic, because most people would never seriously consider robbing a bank. However, some employ the same thought process to their financials that anyone who is …Read More