Financial & Investment Tips Blog with Sue Peck of Evolution Financial

October 2019 – TVW – Wisconsin Women

What gets in the way of your goals?

How do you keep those goals in mind, and what are you doing to get there?

Let’s do a financial plan, and then continue to work together to move you toward you goals!

October 23, 2019/0 Comments/in Debt/by Sue Peck

When getting rid of debt, should we always follow logic?

Is 65 a good retirement goal considering longer lifespans?

Financial planning isn’t all about money. It’s also about the human side. It’s about you.

What are your REAL goals in life?

When was the last time you really evaluated your spending and how it fits your values?

What about investments? How do those fit in with your plan and life?

What is the importance of an emergency fund, and how much should you have?

What else can be used as an emergency fund?

The best place to find money is to find a place not to spend it.

What are the reasons someone might want a financial plan?

Let’s talk about how relationships (both new and perhaps ended) can impact a plan.

You don’t have to be in your 50’s to get a plan!