Financial Planning

    Interest rate threat to home prices infographic

    Why Rising Interest Rates May Impact Home Values

    400 300 Charles Weeks

    “I don’t plan to sell my house right now so I don’t care how rising mortgage rates may impact the value of my house.” This…

    When the Dow drops, check your financial plan

    When the Market Drops Look at Your Financial Plan

    400 300 Charles Weeks

    So how do you react and what is the proper response when there is a stock market drop and the Dow dips more than 700…

    How to Become a Certified Financial Planner (CFP)

    408 417 Charles Weeks

    So you are interested in becoming a Certified Financial Planner™ or CFP®? Good because that is exactly what I am going to talk to you…

    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…

    Get UNBROKE - Trade Settlement

    Keep Settlement Times in Mind When Withdrawing Funds

    400 300 Charles Weeks

    Starting Sept. 5, trade settlement will finally improve, slightly. Now when you buy or sell a stock or bond instead of waiting three days for…

    Get UNBROKE - Winning the Powerball

    If You Win the Powerball Lottery Get Help Immediately

    400 300 Charles Weeks

    So you are saying there’s a chance to win the Powerball lottery. Well yes, but only an ever so slight one. You are much more…

    Get UNBROKE - Fed Reserve NY Quarterly Debt Update 2Q 2017

    Our Record Debt Only Tells Half the Story

    400 300 Charles Weeks

    Congrats ‘Merica, once again we have hit a new debt record, $12.84 trillion. While this alone may not be an issue, there are couple data…

    Get UNBROKE - How to utilize 0% credit cards

    With Discipline, Credit Cards Can be Useful

    400 300 Charles Weeks

    …As a financial planner I can generally say I hate credit cards. I say this because I have witnessed time and time again the destructive…

    Get UNBROKE - stashin cash - current savings rates for emergency funds

    A Financial Plan Starts With ‘Stashin’ Cash’

    400 300 Charles Weeks

    The first step in any financial plan is to start building savings. Your goal should be to put away enough funds so that you can…

    Get UNBROKE - Roth v Traditional IRA

    How to Choose Between Roth Vs. Traditional IRA

    400 300 Charles Weeks

    I get the question a lot: “Which is better; a traditional or a Roth IRA?” With most things in financial planning, and life for that matter,…