The Pharmacy Ownership Guardian

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

Ways to Save For Days

Posted by Benjamin Coakley on Tue, Nov 14, 2017 @ 01:29 PM

Every year November brings the season of stress, and with the holidays just around the corner we can add in just a bit of craziness too. Between parties, decorating, baking, gift buying, and everything else, it is important to focus on ways to save yourself. Whether you are looking to save time, money, or sanity – below are some things that will benefit you most.

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Tags: community pharmacist, holidays, saving money, time optimizer tool