The Pharmacy Ownership Guardian

Evaluating Advice - The Easy Way & The Hard Way

Posted by Benjamin Coakley on Wed, Aug 29, 2018 @ 09:30 AM

Regardless of your age, income, or career, we all have a choice with regards to how we manage our finances. Whether you are 30 and just starting a family or 65 and counting the days until your retirement, we all have to carefully watch our finances to ensure we are where we want to be. But managing finances can be hard, and it is certainly not everyone's cup of tea - so in today's technology driven world, we search for advice. The down side - how do you know if the advice you are receiving is any good?

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Tags: financial plan, preparedness, Video, Blog

Vacation Planning

Posted by Benjamin Coakley on Mon, Jul 30, 2018 @ 04:51 PM

How do you and your family typically go about planning for a vacation? Is it always a spur of the moment thing, or do you spend time making plans and researching ideas?  When it comes time to talk with our clients about their definition of inspired independence, being able to travel always makes the top 10 goals. This is especially true for those who are nearing retirement age. 

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Tags: financial plan, inspired goals, saving money, Video

New Beginnings

Posted by Benjamin Coakley on Wed, May 23, 2018 @ 02:35 PM

Check out our most recent podcast for the Income Outcomes show on New Beginnings.

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Tags: pharmacy vision, financial plan, preparedness, Podcast

5 Tips For Getting Out Of Debt

Posted by Benjamin Coakley on Wed, Jan 31, 2018 @ 12:48 PM

Debt is the number one reason people don’t save enough for retirement. While it is always easier said than done, we can help you set up a debt reduction plan to get you on the right track towards being debt free.  

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Tags: debt reduction, financial plan

Memorial Day: Setting a legacy

Posted by Benjamin Coakley on Tue, May 23, 2017 @ 02:44 PM


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Tags: pharmacy legacy, community pharmacy legacy, savings, financial plan

Don't be a fool this month.

Posted by Benjamin Coakley on Sat, Apr 01, 2017 @ 12:08 PM

While April 1st is the annual celebration of April Fool's day - this year, don't let your financial plan, or lack thereof, make a fool of you. While everyone is on their own unique path towards financial freedom, there are several mistakes that a lot of people make.

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Tags: savings, financial plan