Dave Ramsey ELP

MAKE YOUR DREAMS COME TRUE

What have you always dreamed of doing? Would you and your partner like to spend a week on an exotic island, sail around the world, retire in comfort or pay for your grandchildren’s education? If you just wish for it, it probably never will happen. You must take some action. To make a dream come […]

WHAT’S YOUR NEXT STEP?

Whether your next step is returning to school, taking a vacation or retirement, your Certified Financial Planner (CFP) can help you get ready. What resources will you need for this upcoming event? Maybe you need n reserve to withdraw from or a lump sum for travel. Your investments can be structured to make it easy […]

CHESHIRE CAT QUESTION

  If you don’t know where you are going, any road will get you there.   These sage words by Lewis Carroll from Alice in Wonderland are relevant to your investment strategy. As the Cheshire Cat told Alice, without an end point any path can move you forward but you never know where you will […]

SAVE YOUR MONEY FOR A RAINY DAY

The origin of this phrase dates from the 1400’s. According to numerous sources it came from a play. “The saying ‘save your money for a rainy day’ comes from an Italian comedy, La Spiritata by the Florentine playwright, A. F. Grazzini  and written in 1561.  The adaptation years later by John Lyly (1554–1628) was known as The Bugbearrs,” according to the idiomation website. […]

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