Blog – Money Matters – Page 3 – Planning with Purpose

Blog – Money Matters

May 6, 2021

What should your Financial Professional be doing for you?

As Planning with Purpose begins preparing for our yearly financial planning meetings, I thought it would be appropriate to remind everyone what our definition of being your financial planner is. We have many terms for the individuals who work in the industry – stockbrokers, wealth managers, registered representatives, advisors, agents, and planners. The term financial […]

April 29, 2021

Revive your Financial Resolution

Financial resolutions are only 2nd to weight loss resolutions as we come into a new year. By now, many of us have given up on our resolutions. For two reasons, this year, more than ever, you should consider paying extra attention to your financial resolutions and your finances in general.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Visions Federal Credit Union (VFCU) and Visions Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Visions Investment Services, and may also be employees of Visions Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Visions Federal Credit Union or Visions Investment Services. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK,AZ,CA,CO,CT,DC,FL,GA,IL,KY,LA,MA,MD,ME.MI,MS,MT,NC, NJ,NV,NY,OH,OR,PA,SC,TX,UT,VA,WA,WV,WY. Securities and insurance offered through LPL and its affiliates are:
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There is no guarantee that these investment strategies will work under all market conditions. Each investor should evaluate their ability to invest on a long-term basis, especially during periods of downturns in the market.