We’re at that time of year where our team has seen most of you at least a couple of times, and outside of any major changes happening in your life right now, we have a pretty good idea of whether or not you’re on track with your financial plan for 2017. Of course, if there are new major changes going on in your life, please, let us know.
Many of you who don’t work with us probably think it’s normal to accrue somewhere between .25 percent and .75 percent on your emergency fund, and that it’s normal to have bank IRA CDs that recently rolled from 1.25 percent to .25 percent. When we ask new folks why they think this is normal, the response is usually, “That’s what the banker told us.”
With all the kids going back to school this week, we’re all thinking about everything they’re going to learn this year. Exciting stuff! But don’t forget to keep teaching and talking to your kids at home about money, budgeting, and other basic financial topics.
We have much to celebrate this month at Family Financial Partners.
On August 1, this past Tuesday, Alex and I celebrated 12 years since the day we first turned on the lights at our old office and opened Family Financial Partners.
*Representatives are licensed to offer insurance and annuity products in AL, AR, CO, FL, GA, IN, KY, MA, MD, MI, MO, MS, NC, NH, OH, PA, SC, TN, TX, WV, VA, and WA and are licensed to offer investment products in AL, AR, AZ, CA, CO, CT, FL, GA, IL, IN, KY, MA, MD, MI, MN, MO, MS, NC, NH, NM, NV, NY, OH, PA, SC, TN, TX, UT, WA, Washington DC and WV. This website and its content are not intended for residents of other states. Securities offered through: The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way, Cincinnati, OH 45242. 513.794.6794 Investment Advisory Services offered through The O.N. Investment Management Company. Estate Planning Services provided in conjunction with your licensed legal advisor.