Personal Financial Planning Tips Winston Salem 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.

Barry Swaim
Wealth Management Group, Inc.
(336) 760-4829
3401 Healy Drive
Winston-Salem, NC
Expertises
Retirement Plan Investment Advice, Planning Issues for Business Owners, Retirement Planning & Distribution Rules, Investment Advice without Ongoing Management, Middle Income Client Needs, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®

Mrs. Laura E. Banasiewicz, CFP®
(336) 774-2808
P.O. Box 26043
Winston Salem, NC
Firm
Allegacy Investment Group

Data Provided by:
Mr. Donald E. Brown, CFP®
(336) 723-1220
524 N. Trade St.
Winston Salem, NC
Firm
Blue Rock Advisors

Data Provided by:
Mrs. Jennifer Wingler Johnson, CFP®
(336) 397-1406
524 North Trade Street
Winston-Salem, NC
Firm
Blue Rock Advisors

Data Provided by:
Mr. Robert D. Saunders, CFP®
(336) 721-9209
100 N Main St
Winston Salem, NC
Firm
Morgan Stanley Wealth Management
Areas of Specialization
Asset Allocation, Charitable Giving, Estate Planning, General Financial Planning, Insurance Planning, Long-Term Care, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Business Executives

Data Provided by:
Gregory Yahn
Yahn Financial Planning
(336) 478-2363
7800 Airport Center Drive, Suite 401
Greensboro, NC
Expertises
Middle Income Client Needs, Investment Advice without Ongoing Management, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Mr. George H. Knostman Iv, CFP®
(336) 884-0410
Sharrard, McGee & Co., P.A.
High Point, NC
Firm
Sharrard McGee & Company

Data Provided by:
Melissa W. Combs, CFP®
(336) 732-3545
100 N Main St
Winston Salem, NC
Firm
Wells Fargo Advisors
Areas of Specialization
Employee and Employer Plan Benefits, General Financial Planning, Investment Management, Planning for Couples, Retirement Planning, Wealth Management, Women's Finances

Data Provided by:
Mr. Bryan D. Yates, CFP®
(336) 721-4916
100 N Main St Ste 2500
Winston Salem, NC
Firm
Morgan Stanley Smith Barney

Data Provided by:
Ms. Beth T. Fenimore, CFP®
(336) 727-8928
100 N Main St Ste 2500
Winston Salem, NC
Firm
Morgan Stanley & Company Inc

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

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