The Financial Well Invites You To Attend “Envision Your Financial And Physical Well-Being For 2010” At The Lion’s Eye Institute Read More  Read More →

11-01-2010

Click the Play button (right arrow image, center of screen) to begin this Flash movie presentation on: Financial Planning: Helping You See the Big Picture  Read More →

11-01-2010

Simply click on the link below to use the Business Succession Strategy Calculator. Please note, a new window will open- and you can then answer questions, click your responses and step through the calculator, to determine the best strategy for you.  Read More →

11-01-2010

Your credit report contains information about your past and present credit transactions. It’s used primarily by potential lenders to evaluate your creditworthiness. So if you’re about to apply for credit, especially for something significant like a mortgage, you’ll want to get and review a copy of your credit report.Learn more about... 

10-01-2010

Go out into your yard and dig a big hole. Every month, throw $50 into it, but don’t take any money out until you’re ready to buy a house, send your child to college, or retire. It sounds a little crazy, doesn’t it? But that’s what investing without setting clear-cut goals is like. If you’re lucky, you may end up with enough... 

10-01-2010

Businesses sell shares of stock to investors as a way to raise money to finance expansion, pay off debt, and provide operating capital. Each share of stock represents a proportional share of ownership in the company. As a stockholder, you share in a portion of any profits and growth of the company. Dividends from earnings are paid to shareholders,... 

10-01-2010

Consumer Watch!: College Cost Trends Every October, the College Board releases its Trends in College Pricing report that highlights college cost increases and trends. While costs can vary significantly by region and individual college, the College Board publishes average cost figures, which are based on its survey of 3,500 colleges across the country. Learn... 

10-01-2010

On November 6, 2009, President Obama signed into law the Worker, Homeownership, and Business Assistance Act of 2009. The Act extends the first-time homebuyer tax credit to principal residences purchased before May 1, 2010. (If you purchase a principal residence before July 1, 2010, you can still qualify for the credit provided that you enter into a... 

10-01-2010

Caring for your aging parents is something you hope you can handle when the time comes, but it’s the last thing you want to think about. Whether the time is now or somewhere down the road, there are steps that you can take to make your life (and theirs) a little easier. Some people live their entire lives with little or no assistance from family... 

10-01-2010

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