Financial Lessons from the Holiday Season: What Santa, Stockings, and Spending Can Teach Us
The Most Wonderful (and Expensive) Time of the Year The holidays are full of joy — family gatherings, good food, gifts, travel, and the occasional fruitcake. But they also come with a unique mix of emotions that can spill over into our financial lives: excitement, generosity… and sometimes, a little guilt. In behavioral finance, we […]
What Is Cash Flow Management? A Key Strategy for Building Long-Term Wealth
When most people think of financial planning, they immediately picture investing, saving for retirement, or minimizing taxes. But before those strategies can succeed, you need a firm foundation of cash flow management. At Fluent Financial, we view cash flow planning as the bedrock of long-term financial health. Knowing how money moves through your life is key to […]
COVID-19 Market Update 3/27/2020
If you were not able to attend our webinar on Friday, March 27th then please click on our YouTube video below to watch the full video. We plan to host these regularly to keep clients informed. Please stay tuned for our next update. We are available for calls, emails or personal go to meetings if […]
Succession Planning 101: What Every Business Owner Needs to Know
Why Succession Planning Deserves a Seat at the Table You’ve spent years—possibly decades—building a successful business. But have you thought about what happens next? Succession planning is more than a legal document or a retirement goal. It’s a strategic, financial, and emotional process that ensures your business—and the wealth it represents—can transition smoothly and successfully, […]