May 4, 2012
By Perspective Financial Services
Each month during 2012, we are sharing share quick, easy things you can do to help you stay on track with your financial and life goals. Just one resolution per month — 12 proactive tasks for the year. In May, resolve to spend a few hours volunteering your time to a charitable organization or
… Read More: 12 Financial Planning Steps for 12 months in 2012: May
April 18, 2012
By Perspective Financial Services
Death is one of things that no one likes to talk about. Yet, protecting loved ones from the financial consequences of death is one step you can take to gain peace of mind for you and your loved ones. This, of course, is where life insurance enters the picture. Life insurance is an important
… Read More: Life Insurance is Important Piece of Financial Plan
April 11, 2012
By Perspective Financial Services
In April, resolve to review your life, home and auto insurance policies to ensure they meet your current needs.
Have you had a major life change in the past year? This can include anything from getting engaged or discovering you’re about to become a parent, to completing a significant home renovation
… Read More: 12 Financial Planning Steps for 2012: April
March 22, 2012
Living the single is life no longer an anomaly. According to the U.S. Census Bureau, 45 percent of households nationwide are maintained by a single person. Being single (and thus, living on a single income) affects many areas of your life when it comes to financial planning, including parenthood, insurance and retirement.
Review your
… Read More: Flying Solo
March 6, 2012
By Perspective Financial Services
In March, resolve to talk to your children or grandchildren about the importance of saving and investing.
Some experts recommend teaching children about the differences in coins as early as age 3 or 4, giving them a piggy bank by the time they’re 5, opening a savings account by age 9, and
… Read More: 12 Financial Planning Steps for 12 months in 2012: March