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financial planning

The Facts of LIFE (Living Independently For Elders): Financial Planning and Senior Independence

Submitted by Flynn Zito Capital Management on January 31st, 2023

Navigating elder care and elder care finances in the U.S. can be a challenge even for the most well-prepared households. So what, exactly, is involved in senior financial planning? What steps can you take now to help you be prepared for the future?

Tags:
  • 2023
  • eldercare
  • financial planning
  • Goals
  • Retirement
  • Read more

8 Things Financial Planning Can Help You Address

Submitted by Flynn Zito Capital Management on October 6th, 2022

Financial planning is unique for each person; no two financial plans look the same because everyone's life and personal goals are different. Regardless of what your goals are, financial planning can help you work towards achieving them.

Tags:
  • Economic Review
  • financial planning
  • Read more

4 Ways to Be Your Own Financial Valentine

Submitted by Flynn Zito Capital Management on January 27th, 2022

Whether you're single, paired, or somewhere in between, Valentine's Day may present the perfect opportunity to show your bank account some love. Below are four tips and tricks to set you on the path toward becoming your own financial valentine.

Tags:
  • financial planning
  • Goal Setting
  • Investing
  • Valentine's Day
  • Read more

Picking the Right Golf Partner is Not Easy

Submitted by Flynn Zito Capital Management on July 1st, 2021

It’s not that different from picking the right financial professional

 

Have you ever thought about what kind of golf partner best suits your game? Maybe you have an upcoming member guest or are considering joining a local four-ball league this summer? Turns out picking a golf partner is a lot like selecting a financial professional.

Tags:
  • financial planning
  • Financial Professional
  • Golf
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Plan Your Finances as You Would Your Exercise

Submitted by Flynn Zito Capital Management on April 5th, 2021

You exercise to benefit from your sweat equity in the future, right?

Waking up early in the dark mornings of winter to exercise comes hard. Once your workout ends, though, you often begin the day with the payoff of a tremendous energy boost. Can the same process apply to your finances?

Tags:
  • financial planning
  • Read more

Spring Clean Your Finances

Submitted by Flynn Zito Capital Management on March 17th, 2021

As temperatures warm up, trees begin budding, and the days get longer, you probably throw open your windows and think about spring cleaning your home. As you tackle washing windows, cleaning carpets, and sorting out the garage, don’t forget to consider your finances. Check out these tips to successfully spring clean your finances. 

1. Reassess Your Budget

Tags:
  • financial planning
  • Spring
  • Read more

Physicians: Why You Need a Financial Professional Who Understands Your Industry

Submitted by Flynn Zito Capital Management on December 9th, 2020

As a physician, you've devoted a lot of time to educating yourself, building a career, and providing top notch care that enriches your patients lives, and in the midst of all that, it can be easy to overlook your finances.

Tags:
  • financial planning
  • physicians
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Investment advice offered through Flynn Zito Capital Management, LLC, a Registered Investment Advisor. Securities offered through LPL Financial, member FINRA/SIPC, and separate entity from Flynn Zito Capital Management. 

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