Financial & Investment Tips Blog with Sue Peck of Evolution Financial

March 2019 – TVW – Talk Wisconsin

Breaking some financial planning myths!

It’s not an intimidating experience.

Your financial plan is a tool for YOU, not me.

Sometimes finances are best discussed with an outside party.

Combining finances with your partner.

How do you get started?

Does everything have to be combined?

Remember to update beneficiaries, life insurance, wills, etc.

Why turn to a financial planner?

What to do if you feel behind.

Do you need a planner if you feel you’re on track in reaching your goals?

How early should you get started?

What is in a financial plan?

Do you need to have a lot of money invested to do a plan?

It’s never too early to start!

Is a plan just running numbers? No! Let’s talk about your goals!

Increasing your savings in the new year!

Painless methods to increase savings.

Find the leaks in your budget and spending.

How do you bring in more money?