Entries by jbergner

How to Prepare Your Financial Documents for Your First Financial Planning Meeting with a Fee-Only Durham, NC Financial Advisor

If you are planning to meet with a Fee-Only Financial Planner, you may be a bit uncertain as to what to expect and what you’ll discover about your financial status today and in the future. To ease your mind and make the best use of your time together, there are some standard pieces of documentation that you should bring with you. Coming prepared to the first meeting will enable your Financial Advisor to get a clear initial overview of your financial health.

Here are the most important financial documents to bring to your first Durham, NC Financial Advisor Meeting:

How to Prepare for Your Meeting with Your Fee-Only Financial Planner

If you are planning to meet with a Durham, NC, Fee-Only Financial Planner, you may feel excited or nervous about what you may discover when talking about your personal finances.
To ease your mind and make the best use of your time together, do a bit of preparation as outlined below. This will enable you to come with enough information to make the first consultation valuable and productive for both of you.

How to Choose one of the Best Fee-Only Financial Planners

Hiring a financial advisor can provide you with confidence and peace of mind knowing that you have a plan for your money that will benefit you and your family for years to come. At any phase in life, but more importantly as you approach retirement age, a financial planner can be of benefit to you. That’s because research shows that people who have financial planners tend to generate considerably better returns for retirement that people who don’t.**

Tax Efficient Financial Planning

It’s not what you make, it’s what you keep!
This is one of the key focuses of tax efficient planning.
It’s about the bottom line, or what you actually keep after you have paid your taxes!
So, how can you plan properly and give yourself the highest probability of having a plan that will create tax efficient cash flow for you and your family for the rest of your life?

A Path to Productivity

    For some the word productivity brings on thoughts along the lines of budgeting, dieting or exercise. Perhaps they are worthwhile ventures, perhaps the result is something they want to achieve. In my experience, most people stop at the prospect of some type of behavior change. The goal does not seem doable, or the […]

Living in Your Sweet Spot

Somewhere about 10 years ago I was introduced to the image above. It comes from the book “Good to Great” by Jim Collins. When I first saw it, and it was explained to me, it did not make sense. The wording was a bit too business oriented and I had trouble with the economic engine […]

Your Plan

One of the most inspirational parts of the Life Business™ class is the writing of our future visions. By this point in the class we have identified and done some detail work on listing our “portfolio of businesses” (A Life Business™ is a cluster of activities that can be grouped together into a theme. For […]

Shop by the Stream

Shop by the stream   One of the parts of the Life Business™ program I really enjoy is the process of naming your “Life Businesses™”. A Life Business™ is nothing more than a cluster of related activities that are part of a theme, or Life Business™ as we call them. Back in my early 20’s […]