Financial Plan

Diet and Exercise for Your Finances

Financial Plan
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Tweet (This article was written by Symmetry Partners, LLC.  Our firm uses Symmetry Partners, LLC for investment management services.) You can’t avoid hearing them on the TV, the radio, and seeing them in your magazines . . . Weight Loss Solutions!  We are bombarded by pictures and testimonials on how weight loss programs helped someone [...]

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Dave Ramsey’s Financial Peace University – Week 2 Relating With Money

Financial Plan
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Tweet In order for couples to make it long enough to walk into the sunset of life together, they need to be on the same page with their money.  Money fights are the number one cause of divorce. If you are a saver, and your spouse is a spender, agreeing on what to do with [...]

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How to Manage Investment Risk

Financial Plan
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Tweet I had to use a picture of a Risk game board for this post, since my oldest son Nathan loved to play Risk when he was younger.  He and his friend Ben would play this game for hours, strategizing on how they could annihilate each other and control the world. The essential question in [...]

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Dave Ramsey’s Financial Peace University (Summer Style)

Debt
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Tweet We loved it so much – we’re doing it again! Dave Ramsey’s Financial Peace University is again being sponsored by Bethany Reformed Church this summer, at our downtown Remedy location. Financial Peace University was developed by Dave Ramsey to teach you how to beat down debt, build wealth, and give like you never thought [...]

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Women Want Financial Education

Financial Plan
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Tweet Women want financial education.  Many women have told me this .  Today I am asking for your help. I am interested in finding out: What financial topics women are interested in today How women today want to receive their financial education What women consider to be their biggest financial challenge Women’s reasons for not participating in financial education Below is a link to [...]

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Financial Fitness for Women

Financial Advisor
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Tweet This is the time of year (other than New Year’s resolutions) when women really think about fitness, as bathing suit weather is coming!  A lot of women, including me, are going to be very surprised when we jump right into summer (since Wisconsin apparently is skipping spring this year). Don’t let yourself be caught unprepared when [...]

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