Financial Counseling

Our experts can help you develop a financial plan based on your current situation or your future financial goals.

The fundamentals of a families financial plan are simple:

1. Protect your family with term life insurance or affordable permanent life insurance

2. Eliminate all short term, bad debt

3. Establish an emergency fund of 3-6 months expenses

4. Invest for the longterm

5. Save/Invest for your childrens college

6. Eliminate mortgage debt

Stock futures hit by euro zone, Dell concerns May 23, 2012
NEW YORK (Reuters) - Stock index futures fell on Wednesday ahead of a meeting of European leaders and on concerns over Greece's future in the euro zone. […]
Ailing demand shrinks Greek current account gap May 23, 2012
ATHENS (Reuters) - Greece's current account deficit narrowed by close to a fifth in March, data showed on Wednesday, reflecting a sharp drop in imports as the country's austerity-hit consumers tighten their belts. […]
Exclusive: New euro bailout fund may not have sufficient staff May 23, 2012
BERLIN (Reuters) - An external consulting firm charged with evaluating the structure of Europe's new permanent rescue facility has raised questions about whether it will have enough staff to function effectively, according to documents seen by Reuters. […]
Spain's banks in focus ahead of Bankia rescue plan May 23, 2012
MADRID (Reuters) - Spain may say on Wednesday how it will plug a hole of at least 8 billion euros ($10.21 billion) at Bankia, part of an effort to clean up a banking sector laden with bad debts and stop the country sinking further into the euro zone debt crisis. […]
Regulators, investors turn up heat over Facebook IPO May 23, 2012
(Reuters) - Two top U.S. financial regulators said on Tuesday the issues around the initial public offering of Facebook should be reviewed, putting fresh pressure on the company, its lead underwriter, Morgan Stanley, and the Nasdaq stock exchange. […]

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