Personal Financial Planning Tips Hickory 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.

Randall Wayne Rice, CFP®
(828) 324-0127
34 2nd St NW Ste 300
Hickory, NC
Firm
Ameriprise Financial Services, Inc.
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Debt Management, Education Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000



Data Provided by:
Mr. Kirk C. Hobart, CFP®
(828) 308-5665
PO Box 9257
Hickory, NC
Firm
Higher Ground Financial, LLC

Data Provided by:
Mr. Tomohiko Minami, CFP®
(828) 323-2364
200 1st Ave NW Fl 2
Hickory, NC
Firm
Wells Fargo

Data Provided by:
Mr. Stephen C. Sayers, CFP®
(828) 324-0127
34 2nd St NW Ste 300
Hickory, NC
Firm
Ameriprise Financial
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Elder Care, Employee and Employer Plan Benefits
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided by:
Mr. Ryan A Mumy, CFP®
(828) 855-9400
200 1st Ave NW Ste 303
Hickory, NC
Firm
Mumy Financial Advisors, LLC
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Employee and Employer Plan Benefits, Estate Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $250,001 - $500,000



Data Provided by:
Mr. Matthew T. Fallaw, CFP®
(828) 238-0894
25 3rd St NW
Hickory, NC
Firm
BB&T Wealth Division
Areas of Specialization
Asset Allocation, Banking, Budget Development, Charitable Giving, Debt Management, Education Planning, Estate Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000



Data Provided by:
Mr. John C. Olson, CFP®
(828) 324-0127
34 2nd St NW
Hickory, NC
Firm
ameriprise financial

Data Provided by:
Ms. Beth L. Deal, CFP®
(828) 324-1422
21 1st St NW,Ste 401
Hickory, NC
Firm
Ameriprise Financial Services,
Areas of Specialization
Comprehensive Financial Planning, Elder Care, Estate Planning, Insurance Planning, Intergenerational Planning, Investment Management, Life Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000



Data Provided by:
Mr. Mark M. Teague, CFP®
(828) 409-1024
2425 N Center St #327
Hickory, NC
Firm
Hickory Financial Group
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Education Planning, Elder Care, Estate Planning, Investment Management

Data Provided by:
Ms. Katherine S. Newton, CFP®
(828) 322-9595
PO Box 1177
Hickory, NC
Firm
Waite Financial, LLC
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $250,001 - $500,000



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