Susie Q’s  Personal Financial Planner

Susie Q’s Personal Financial Planner

What are your dreams? What are your hopes for your life? Are there things that are important to you? What keeps you up at night?  A solid financial plan will make the answers to these questions clearer and better allow you to achieve your aspirations 

Don’t Make these Financial Mistakes

Don’t Make these Financial Mistakes

The world is going through a very difficult phase. Everywhere we are hearing that we need to get adjusted to the ‘new normal’. Nothing is normal as it used to be. Children are not able to go to schools.   Most people are working from home.  

Do I Need a Financial Planner?

Do I Need a Financial Planner?

Creating your own financial plan can be a daunting task. If you aren’t sure where to get started or have a plan but want to improve it, a financial planner might be able to help.  If you decide to go it alone, we’ve created Financial 

A Man is Not a (Sound Financial) Plan

A Man is Not a (Sound Financial) Plan

“A Man is Not a Plan!” It sounds like a very dated statement, but a guide on a recent trip I took told me about a conversation he had with one of his nieces about her finances.  They were talking about how she could improve 

Your Bills: Pay Them or Defer Them?

Your Bills: Pay Them or Defer Them?

Many of you are facing difficult financial decisions as your hours are reduced, you have to take an unpaid leave of absence or you are laid off. At the same time, some creditors are offering to help you by waiving or deferring payments. In this 

Don’t Panic!  Just Plan It.

Don’t Panic! Just Plan It.

Financial markets have been more turbulent in the past few weeks than has been seen in many years, probably more volatile than has happened since many of you started being financially aware. You may be wondering what actions you should take. With the sense of