Paul and Kids Camping

Dad, Be A Financial Superman To Your Kids

Tips on Teaching Kids How Money Works By Paul Jarvis, CFP® AreaVoices Financial Planning Blog Every dad wants to be a superhero to his children. On Father’s Day, kids remind their dads of all the reasons that they are appreciated – because he is wise, strong, patient, hard-working, and good at solving problems. But what…
Read More

Financial Planning

Diversification Is A Prudent Decision

Tips on Which Assets to Diversify and How By Paul Jarvis, CFP® AreaVoices Financial Planning Blog   Diversification is a prudent decision; it is an effective, inexpensive, and easy-to-implement strategy in an investor’s toolbox to help reduce the risk of loss, without completely sacrificing return. The concept of diversification is readily grasped in a bit…
Read More

Mid Life Crisis Pic

Easing The Mid-Life Squeeze

Tips to Alleviate the Pressures of  Life-Changing Moments By Paul Jarvis, CFP® AreaVoices Financial Planning Blog   The mid-life crisis: it happens to almost everyone. That shiny new convertible at the dealership catches your eye; your college roommate arrives to the reunion with a much younger, more attractive spouse; or that vow you made to…
Read More

Organize Files

Spring Cleaning For Your Finances

Tips to Help Simplify Your Finances This Season By Paul Jarvis, CFP® AreaVoices Financial Planning Blog   The sun is shining and birds are chirping, which can only mean one thing – spring is finally here. While many people start to spend more time outdoors, for others the season carries heavier obligations, including tax preparation.…
Read More

CFP_2.24

Use Leap Day To Leap Toward Your Financial Goals

. Advice on How to Build Wealth with an Extra 24 Hours   By Paul Jarvis, CFP® Area voices Financial Planning Blog   For those of you who lament that you never have enough time, Leap Year provides a welcome 24 additional hours. Before settling down to catch up on TV, consider using the extra…
Read More