Welcome to UNBROKE – Financial Literacy From a Financial Planner

When to Claim Social Security May Depend on Life Expectancy... Get UNBROKE

When to Claim Social Security May Depend on Life Expectancy

400 300 Charles Weeks

Claiming Social Security is an important part of retirement/financial planning, especially the when part. I am not going to write about all of the nuances…

Charles Dickens on Financial Planning... Learning from Legends

Charles Dickens on Financial Planning… Learning from Legends

400 300 Charles Weeks

Financial planning advice from Charles Dickens may sound complicated at first, but it really is pretty simple: Spend less than you make and you will…

Kid Covers His Face

Really? Dimon’s Bitcoin Rhetoric Doesn’t Add Up

531 340 Charles Weeks

Bitcoin is a fraud but we still want to make money off you In the world of Wall Street, things don’t always or should I…

Financial Funnies - Dollar per point for exam

Dollar Per Point Professor… Financial Funnies

400 300 Charles Weeks

Dollar per point but not the outcome you might expect… Happy Friday. If you haven’t recently reviewed your financial plan you should contact your CERTIFIED…

Get UNBROKE - Power of Attorney

Power of Attorney Facts You Need to Know

400 300 Charles Weeks

Power of attorney can be used for making financial or healthcare decisions on your behalf when you are unable to do so on your own.…

Learning from legends - Make sure you haven't lost things money can't buy - George Lorimer

George Lorimer on Keeping Perspective… Learning from Legends

400 300 Charles Weeks

Keeping perspective is important, there are things that money can buy and things money can never buy. When building out a financial plan the starting…

Financial Funnies - Jack Benny - Save when salary is small

Jack Benny on Saving… Financial Funnies

400 300 Charles Weeks

Legendary comedian Jack Benny was onto something when he said: “Try to save something while your salary is small; it’s impossible to save after you…

Get UNBROKE - Equifax Data Breach

How You Should Respond to the Equifax Data Breach

400 300 Charles Weeks

Equifax Data Breach If you haven’t heard there was a large Equifax data breach recently. The early estimates are that as many as 143 million…

Financial Funnies - Malcolm Forbes - Earning money the old fashion way, inheritance

Malcolm Forbes on Inheritance… Financial Funnies

400 300 Charles Weeks

“I made my money the old-fashioned way. I was very nice to a wealthy relative right before he died.” – Malcolm Forbes Inheritance is the way…

Create Your Personal Financial Statement… Get UNBROKE Infographic

Start Mapping Your Future With Personal Financial Statements

368 551 Charles Weeks

Personal financial statements, much like that X or finger pointing YOU ARE HERE on a map, let you know exactly where you currently stand financially. Why…