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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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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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.…
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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…
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Retirement

Early Retirement: How To Give Yourself The Ultimate Holiday Gift

Early Retirement: How to Give Yourself the Ultimate Holiday Gift A road map for planning an early retirement   By Paul Jarvis, CFP® Area voices Financial Planning Blog Early retirement, one in which you’re healthy enough to enjoy savings accumulated over a lifetime, often seems possible only for the ultra-wealthy. But with early and careful…
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