Kim Basenback, CPF®, CeFT, and Mike Zarrelli, CFP®, EA, share some analogies to consider when managing personal finances. Analogies to Simplify the Complex Transcript Mike: Hey, everyone. Welcome to our
Financial Planning, investing, Personal Finances
Financial Planning, Investing, Personal Finances, Technical Tuesdays
Let’s be honest – managing your personal finances can be complicated, especially when you go beyond the numbers and add the emotional complexity that comes with money. Unlike human survival
Kim Basenback, CPF®, CeFT, and Mike Zarrelli, CFP®, EA, discuss retirement planning and walk through a retirement checklist in this Technical Tuesdays video. Retirement Planning Checklist Transcript Mike: Hey,
Myennohweh McCurrie, CPF®, and Mike Zarrelli, CFP®, EA, chat through the cost of having kids and share some tips on how to handle those extra expenses. The Costs of Raising
Kim Basenback, CFP®, and Mike Zarrelli, CFP®, EA, share tips and tricks on how they use their credit cards to their best advantage. How Do Financial Advisors Use Credit
FSA has partnered with Margo Steinlage, President of Steinlage Insurance Agency, to help with understanding Medicare and how to create a healthcare package that works for you. FSA’s current
Kim Basenback, CFP®, and Mike Zarrelli, CFP®, EA, discuss the financial and emotional reasons to consider when deciding whether to pay off your mortgage early. Should You Pay off
Kim Basenback, CFP®, and Mike Zarrelli, CFP®, share their thoughts about when to prepare your own taxes and when to consider hiring a tax professional. Taxes: To Self-Prepare or
Kim Basenback, CFP®, and Mike Zarrelli, CFP®, discuss managing finances for couples in this edition of Technical Tuesdays. Managing Finances for Married Couples Transcript Mike: Hey, everyone. Welcome to our