2016-08-30 CFP Survey Image (2)

New Survey Shows Americans Trying To Save; Positive Yet Uncertain About Their Finances

Analysis shows four discrete segments of respondents; each involves unique findings regarding money management, retirement savings and outlook on finances By Paul Jarvis, CFP® AreaVoices Financial Planning Blog    A new national survey released this week by Certified Financial Planner Board of Standards, Inc. (CFP Board) shows that Americans are trying to save despite having…
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Moving Forward after a market setback

Global Market Volatility: How To Stay In And Weather The Storm

Tips on Dealing with a Turbulent Global Economy   By Paul Jarvis, CFP® AreaVoices Financial Planning Blog   With Britain’s recent vote to leave the European Union, the stock market experienced a momentary decline. In moments like these, the urge to do something with your U.S. and international equities can be overwhelming. Like pulling your…
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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…
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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…
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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…
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