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1 When do you need a financial advisor?
by Submitted By John A. Westfall · Opinions | January 18th, 2018

If you could accomplish all your financial goals just by putting your paycheck into the bank every couple of weeks, you wouldn't need the services of a financial advisor. But life isn't that simple - and so, at some point, you may realize you need some professional assistance. But when?
   
2 How can you improve your financial fitness this year?
by John A. Westfall · Announcements | January 11th, 2018

If one of your New Year's resolutions is to get healthier, you may already be taking the necessary steps, such as improving your diet and increasing your exercise. Of course, physical fitness is important to your well-being - but, at the same time, don't forget about your financial fitness. Specifically, what can you do to ensure your investment situation is in good shape?
   
3 Time is a key factor in investing
by Submitted By John A. Westfall · Opinions | January 4th, 2018

With the arrival of the New Year, many of us will pause and ponder the age-old question: "Who knows where the time goes?" And, as is always the case, none of us really do know. However, wherever the time goes, it will usually be a key factor in your success as an investor.
   
4 Are you a snowbird? Protect your finances while you're gone
by Submitted By John A. Westfall · Opinions | December 14th, 2017

Winter is (just about) officially here - but you may soon be leaving it behind if you're a snowbird. When you go, though, you'll want to keep your financial situation from getting caught out in the cold.
   
5 Time to review your investment strategy for the year
by Submitted By John A. Westfall · Opinions | December 7th, 2017

As the year draws to a close, it's a good time to review your progress toward your financial goals. But on what areas should you focus your attention?
   
6 Can you afford to retire early? How you can plan ahead
by Submitted By John A. Westfall · Opinions | November 30th, 2017

Some people dream of retiring early. Are you one of them? If so, you'll need to plan ahead - because a successful early retirement can't be achieved through last-minute moves.
   
7 During the holidays, be extra vigilant about protecting financial data
by Submitted By John A. Westfall · Opinions | November 22nd, 2017

To help achieve your long-term goals, such as a comfortable retirement, you should save and invest regularly. But that's only part of the picture. You also need to protect your financial assets in various ways. One such method is guarding your personal information - especially any information that could be linked to your financial accounts. It's obviously important to be vigilant at any time, but you need to be even more on your toes during the holiday season, when fraudsters are particularly active.
   
8 How can you share your financial "abundance" with your family?
by Submitted By John A. Westfall · Opinions | November 16th, 2017

Thanksgiving is almost here. Ideally, this day should be about more than football and the imminent arrival of Black Friday mega-sales. After all, the spirit of the holiday invites us to be grateful for what we have and for the presence of our loved ones.
   
9 Required withdrawals from retirement plans: what should you know?
by Submitted By John A. Westfall · Opinions | November 9th, 2017

You may spend decades contributing to your IRA and 401(k). But, eventually, you'll need to use this money. Before that day arrives, you'll want to be familiar with the rules governing withdrawals - and you'll want to know just how much you should take out.
   
10 Checklist for helping you choose a financial professional
by Submitted By John A. Westfall · Opinions | November 2nd, 2017

For reasons likely to remain obscure, October 30 was Checklist Day. But while the origins of this observance may be a mystery, the value of checklists is clear: They help us organize our time and break large jobs into manageable steps. You can use a checklist for just about any significant endeavor - including the task of choosing a financial professional to help you achieve your important goals.
   
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