Personal Financial Planning Tips Boone NC

Just as technology gives you an edge in your business life, it can save time and build wealth when it comes to managing your personal finances. Whether it's the mundane chores of tracking your daily spending or the more complicated tasks of tracking your investments and guiding your financial planning, tech tools not only save time but also help your money grow.

Mr. Michael Earl Steele, CFP®
(828) 264-1248
184 Realty Row
Boone, NC
Firm
Michael E. Steele, CFP
Areas of Specialization
Asset Allocation, Education Planning, General Financial Planning, Insurance Planning, Investment Management, Long-Term Care, Retirement Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided by:
Mr. James Donald Miller, CFP®
(828) 262-5714
136 Furman Rd. Suite 9
Boone, NC
Firm
James Donald Miller, CPA/PFS, P. A.
Areas of Specialization
Accounting, Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management

Data Provided by:
Dr. Ivan C. Roten, CFP®
(828) 262-6943
Department Of Finance, Banking And Insurance
Boone, NC
Firm
Appalachian State University

Data Provided by:
Mr. J. Michael Eldridge, CFP®
(828) 264-0066
Suite 302 Colony Place
Boone, NC
Firm
Ameriprise Financial Services,
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Intergenerational Planning, Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided by:
Ms. Patricia L. Smith, CFP®
(828) 264-8990
4469 Bamboo Rd
Boone, NC
Firm
Ameriprise Financial Services,Inc
Areas of Specialization
Comprehensive Financial Planning, Retirement Income Management, Tax Planning, Women's Finances
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided by:
Mr. Don R. Cox, CFP®
(828) 262-6223
Appalachian State Univ
Boone, NC
Firm
College of Business

Data Provided by:
Mr. Jonathan C. Allen, CFP®
(828) 268-9693
980 Highway 105
Boone, NC
Firm
Allen Wealth Management LLC
Areas of Specialization
Asset Allocation, Estate Planning, Investment Planning, Long-Term Care, Tax Planning, Wealth Management

Data Provided by:
Mr. Gary Thomas Moss Jr., CFP®
(828) 264-8990
4469 Bamboo Rd Ste 105
Boone, NC
Firm
Ameriprise Financial Services, Inc.
Areas of Specialization
Estate Planning, Insurance Planning, Investment Planning, Retirement Income Management, Retirement Planning, Tax Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $50,001 - $100,000



Data Provided by:
Mr. Daniel E. Jobe, CFP®
(828) 265-9494
183 Rembrandt Dr.
Boone, NC
Firm
VALIC Financial Advisors

Data Provided by:
William M Helms Jr., CFP®
(828) 262-3777
895 State Farm Rd. Ste. 210
Boone, NC
Firm
Lincoln Financial Securities

Data Provided by:
Data Provided by:

Personal Financial Planning Tips

As you pursue your business objectives, it’s important to set and maintain personal financial goals—to make your money work for you as hard as you work for it! The reason most people don’t save enough or invest enough is that they have no idea what’s coming in—and how it’s fl owing out. Cash slips through their fingers. Multiple credit card statements make it tough to track spending. And somehow the money is gone!

Just as technology gives you an edge in your business life, it can save time and build wealth when it comes to managing your personal finances. Whether it's the mundane chores of tracking your daily spending or the more complicated tasks of tracking your investments and guiding your financial planning, tech tools not only save time but also help your money grow.

Here are some of my favorite technology tools that offer help with tasks ranging from daily money management to financial planning and investing.

Daily Basics

Pay bills online. Go to your bank’s Web site to sign up, if you aren't paying bills online already. It's easy, usually free and much safer than paper checks. You can make all sorts of payments—whether a credit card bill or your mortgage or the money you owe a friend. Most payments are made by electronic transfer, but the bank’s computer will print and mail a paper check if the recipient is not a business.

Click here to read the rest of the article at SuccessMagazine.com