Personal Financial Planning Tips Wilmington 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.

Ed Taylor
Taylor Financial
(910) 256-8818
1213 Culbreth Drive
Wilmington, NC
Expertises
Hourly Financial Planning Services, Retirement Plan Investment Advice, Ongoing Investment Management, Retirement Planning & Distribution Rules, High Net Worth Client Needs, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Todd E Reiner, CFP®
4300 Sunset Woods Ct
Wilmington, NC
Firm
NC SECU

Data Provided by:
Mr. Richard P Frazier, CFP®
(919) 260-9682
7417 Promontory Ct
Wilmington, NC
Firm
Frazier Financial Consultants
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided by:
Mr. Christopher S. Jones, CFP®
(910) 791-1437
2601 Iron Gate Dr
Wilmington, NC
Firm
IronGate Partners Inc

Data Provided by:
Mr. David Haden Ii, CFP®
(910) 301-2710
6813 Finian Dr
Wilmington, NC
Firm
VALIC Financial Advisors, Inc
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided by:
Mr. Stephen W. Gaskins, CFP®
(910) 509-3800
5603 Harvest Grove Ln
Wilmington, NC
Firm
Old North State Trust, LLC

Data Provided by:
Ms. Lynne L. Trotta, CFP®
6312 Shinn Creek Lane
Wilmington, NC
Firm
Lynne LaFontaine Trotta
Areas of Specialization
Education Planning

Data Provided by:
Mr. David R. Hartness, CFP®
(910) 791-1437
2601 Iron Gate Dr
Wilmington, NC
Firm
IronGate Partners, Inc.

Data Provided by:
Mrs. Barbara R. Fleming, CFP®
(910) 367-3293
105 Brascote Ln
Wilmington, NC
Firm
PUBLIC RELATIONS & EDUCATIONAL

Data Provided by:
Ms. Donna R. Barnes, CFP®
(910) 686-1309
6954 Runningbrook Ter
Wilmington, NC
Firm
Morine Financial Services/Roya
Areas of Specialization
Asset Allocation, Budget Development, Debt Management, Education Planning, General Financial Planning, Insurance Planning, Investment Management

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

Related Video

When Is it Right Time to Invest? (GoodFinancialCents.com)




nSphere provides links to videos hosted on other sites as a convenience to our users and does not control the content of the videos or any other graphic content outside of the nSphere network. nSphere is not responsible, in any way, for any information, advice, content or graphics found in any video linked to this site. All video usage is subject to the terms and conditions of the site upon which such content resides. Users are encouraged to review those conditions upon transferring from this site to any host site.