I Hate Budgets
A whopping 27% of people do not believe that they need to have and follow a budget! Another 24% do not think they would be able to stick to one, while 10% simply do not feel like making one.
A whopping 27% of people do not believe that they need to have and follow a budget! Another 24% do not think they would be able to stick to one, while 10% simply do not feel like making one.
We got a call the other day from a Verizon Employee who just retired! They worked for over thirty years, giving the world dial tone. They were disciplined and invested. They experienced numerous bear markets and some of the worst recessions that have taken place since the mother depression of 1929; despite this: the 2022
How not to blow up your portfolio and financial plan Read More »
I grew up with a Mom who worked, cooked, cleaned, and raised three children, and now I live with another mom who has the same routine but four kids, well, five if you’re counting me, and she does an unbelievable job (miracle like). I work with a mom who does it all. My business partner’s
Women Interviewing Financial Advisors Read More »
Valley Financial Group has been established for over 30 years, and for the last five, we have been on the financial planning side of the industry. When we began our financial planning careers, we thought many things would be challenging, like finding new clients, developing a financial plan in our clients’ best interest, and managing
Murphy’s Law! If anything can go wrong, it will go wrong. Last week our five-year goal of becoming a registered investment advisor was becoming a reality, and over the previous five years, we planned, did hundreds of meetings, battled, vetted companies, researched, and practiced our move. We were ready for one of the most
1. Our Blog “Hanging Up Your Sneaks” is back 2. Valley Financial Group is now a Registered Investment Advisor under Fidelity! 3. We launched a new website! When we started this blog, it focused on retiring from a time in your life and moving on to the next chapter. However, the blog helped us realize
We Have Three Exciting Announcements! Read More »
The last few weeks have been extremely stressful for all of us. Managing working from home, caring for kids full time, watching your nest eggs going down really fast; plus all the other sudden changes that this virus has brought to our lives can be difficult to say the least, and it can be even
Today I had the best cup of coffee in a long time and I have been drinking Lacombe for well over a decade. We are trying to celebrate the little victories in my home and at Valley Financial Group. The last few weeks have been some of the craziest in recent memory. It seems anytime
Turn the Positivity Up Read More »
We’ve said it on this blog before, and it definitely warrants saying again, but no one deserves to be celebrated more than our mothers. Whether it’s our mothers, grandmothers, aunts, or anyone else, the women in our life would do anything for us, and the very least we can do is make their Mother’s Day
Finding a Special Gift for Your Mom Read More »
We’re less than a week away from March 17th, the one day a year where people of every color and creed come together to be Irish for a day. Big cities throw elaborate parades, the Chicago river turns a fluorescent green, and everyone is decked out in green beads and shamrock shirts for one glorious