Good Financial Reads: How to Make Room for Travel in Your Life, Four Misconceptions about Working with a Financial Planner, and More

2 min read
July 22, 2016


Good Financial Reads 07.22.16

Following along with the blogs of financial advisors is a great way to access valuable, educational information about finance — and it doesn’t cost you a thing! Our financial planners love to share their knowledge and help everyone regardless of age or assets.

Catch up on some of the latest posts with this week's roundup:


How to Make Room for Travel in Your Life

by Mary Beth Storjohann, Workable Wealth

Almost everyone wants to travel. We talk about it, fantasize about it and hold on to the good memories for months after we’ve returned home.So why don’t people travel more?

Whether it’s a lack of finances or an overabundance of responsibilities, it usually boils down to an inability to fit travel into our lives. To make matters worse, people tend to turn the vacations they can afford to take into a big, stressful, expensive mess – killing their motivation to book another trip in the near future.

[Read the Full Article]


Four Misconceptions about Working with a Financial Planner

by Michael Solari, Solari Financial Planning

Working with a financial planner is an investment of your time and money, so naturally, you’re going to want to do your research ahead of time. But while you’re looking for your ideal CFP, keep these common misconceptions – and their truths – in mind:

[Read the Full Article]


Create a Monthly Cash Flow Process

by Joe Morgan, JWM Wealth Management

There are three activities that primarily drive the success of your financial life: what you make, what you spend, and how you invest.I would bet you know very well what you make and while you may not feel confident in how you invest you likely know what’s happening.

What most people don’t seem to grasp is what they spend.

[Read the Full Article]


8 Quick Facts about Health Savings Accounts

by Scott Frank, Stone Steps Financial

A health savings account (HSA) is a savings account used in conjunction with a high-deductible health insurance policy (HDHP) that allows you to save money tax-free against medical expenses.

For those who have a high-deductible health insurance policy, health savings accounts are a great tool to save for future medical expenses that have a few other benefits, too.

[Read the Full Article]