Achieving Financial Wellness in 2020

Interview Kathleen E. Owings.

Financial Advisor, Kathleen Owings can discuss the topic of how to go about finding and hiring the right financial planner for your individual or family needs.

Talking  points that Kathleen Owings
on Achieving Financial Wellness:

Managing one’s money isn’t just good for supporting yourself or your bottom line; It is essential for good mental and overall health. Money problems can be detrimental to your health and the relationships of those around you. Money problems can also cause stress on marriages and impact your children, too. Developing good money habits can not only be personally beneficial, but also something you can pass onto your children so they develop those healthy habits, too.

Continue reading “Achieving Financial Wellness in 2020”

7 Essential Tips on Financial Plans

Interview Kathleen E. Owings.

Financial Advisor, Kathleen Owings can discuss the topic of how to go about finding and hiring the right financial planner for your individual or family needs.

Some key points that Kathleen Owings
on 7 Essential Tips on Financial Plans:

  1. A financial plan is a person’s roadmap for their financial goals. Everyone should have a financial plan. Most people think or believe that these plans need to be complicated, but in reality financial plans should be simple and answer complex questions for people. Questions such as how much do I need to save to retire, or how much should I be savings for my child’s college education need to be answered. Continue reading “7 Essential Tips on Financial Plans”