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Author: Bledsoellc

21Dec

New Year's Financial Resolutions: Get Your Finances in Shape for 2016

Posted by Bledsoellcon December 21, 2015in Uncategorized

New Year's Financial Resolutions: Get Your Finances in Shape for 2016 It wouldn't be the New Year without resolutions. But whether it's trimming your waistline or firming your financial profile, the key isn't making the list, it's sticking with it.…

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17Dec

Do You Need a Financial Planner?

Posted by Bledsoellcon December 17, 2015in Uncategorized

If you have questions regarding your finances, investments, taxes, or retirement, speaking with a financial planner can provide the answers you need. A certified financial planner (CFP) can help you organize your personal finances and establish a retirement plan. They…

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16Dec

Maximizing Your Charitable Contributions

Posted by Bledsoellcon December 16, 2015in Uncategorized

Maximizing Your Charitable Contributions ­ Tis the season to give…not only gifts to loved ones but donations to charity. Over the holidays, we heard at least one discussion about whether or not one should give when an organization calls you…

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14Dec

These 13 Numbers Are the Keys to Understanding Your Finances

Posted by Bledsoellcon December 14, 2015in Uncategorized

Understanding a few basic numbers can give you a good picture of your financial health and help you plan your future. You may have seen these terms mentioned in personal finance articles and in the news. Learn what these numbers…

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11Dec

How to Cope With the Stress of Retirement

Posted by Bledsoellcon December 11, 2015in Uncategorized

Retirement sounds like fun, doesn't it? It can be. But it also involves a major change in your life, and therefore represents a stressful transition. On the "life events scale" used by psychologists to determine stress levels, retirement is rated…

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10Dec

Retirement Money in Old Employer's Plan? Move It to One of These Options

Posted by Bledsoellcon December 10, 2015in Uncategorized

When changing jobs from one employer to another, here are the options for the money in your old retirement plan. While choosing the best option depends on individual circumstances, knowledge of the four typical options listed below will guide you…

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07Dec

Social Security: Claiming strategies to change

Posted by Bledsoellcon December 7, 2015in Uncategorized

When to file for Social Security benefits is surely an important concern for many of your clients. However, the conversation and decision haven't gotten any easier with recent congressional action that will change two claiming strategies for married couples in…

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20Nov

5 retirement money myths debunked

Posted by Bledsoellcon November 20, 2015in Uncategorized

For those not there yet, retirement is a time of life veiled in excitement but with perhaps a tinge of fear and uncertainty thrown in. Will I make an easy transition from the workplace? How will I spend my time?…

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