Life goals. Money goals. In that order. Innovative Financial

Life goals. Money goals. In that order.

When prioritizing, life goals must be first. If you don't know what they are, how do you know how to set your money goals? I believe they must, in fact, be done “in that order.”

With good information everyone can - and should – be actively involved in the process of setting goals and putting together the plan to achieve those goals. Each month we provide you information in both categories: life goals and money goals. The more you know and understand, the better equipped you will be to participate in this important process in your life and in the life of your family and/or business.

In addition to the articles in my monthly newsletter, seen below, I wanted to share an article with you that I'm very proud of. I was interviewed by Stars and Stripes, the newspaper for our armed forces. The article is about on-line banking. Check it out!

Feel free to share these newsletters with your friends, family and colleagues! If you'd like to receive this valuable newsletter directly, click here! If there are topics you'd like us to cover in future editions, let me know. This newsletter is about you – your life goals and money goals. In that order.

	November 2008 *Destress the Holidays with Smart Gift-Giving* *Before the Holidays, Get Those Charitable Donations Lined Up*
	October 2008 *When Is It Time To Update Your Will? The Sky Isn’t Falling*
	September 2008 How Not To Go Broke If Your Kids Move Back After Graduation *Going Back to School as an Adult*
	August 2008 *What's So Good About Being Laid Off?* Business Not So Good? Here’s How to Protect Against Job Loss in a Financial Plan
	July 2008 *Living Versus Existing* *Pros and Cons of Combination Long-term Care Policies*
	June 2008 *How to Ask the Big Questions When Planning a Family Vacation* Make Sure Your Travel Insurance Actually Insures Your Trip
	May 2008 *Simple Ways to Live a Healthy Lifestyle* Women Need Life Insurance Too
	April 2008 *Lifestyles in Retirement* Coping with a Slower Economy
	March 2008 Couplepreneurs: Starting a Business with Your Better Half Can Reap Huge Rewards – And Unique Problems Afraid of the AMT? Now’s the Time to Get Some Help
	February 2008 Goal Setting: Strategies for a Balanced Life Tax Planning for the Self-Employed
	January 2008 Thinking About a New Career Direction in ’08? Here’s How to Prepare for Your Own Business! Bootstrapper's Success Secrets:
	December 2007 *Peace on earth, good will toward men!* Four gifting strategies to remember
	November 2007 *Rx for Life: Gratitude* *Why every day should be a day of thanksgiving.* Losing Your Inheritance to Uncle Sam – or Others
	October 2007 *Some Stuff I Have Learned* When Real Estate's in Trouble, Spruce up Your Home and Finances
	September 2007 *The New Faces of Adult Education* Thinking About Going Back to College? Make a Plan First
	August 2007 Building Your Career Portfolio: Four Career Investments for a Purposeful Lifetime When Do Trusts Make Sense?
	July 2007 *Your Lifetime Goals* A New Summer Tradition: The Mid-Year Financial Checkup
	June 2007 *Summer Fun Activities for the Whole Family* Rules for Hiring Family Members
	May 2007 *The Power of Choice – Your Life is Your Decision* Pros and Cons of Combination Long-Term Care Policies
	April 2007 *Retirees Need to Plan How They'll Fill Their Days* Taking Responsibility for Retirement: How Today's Scary Headlines can Help Your Retirement Plan
	March 2007 *How Big Is Your Footprint?* T'is the Season – Things to Know Before Filing Your Taxes
	February 2007 *Recordkeeping: The Ultimate in CYA* Getting Fiscally Fit In 2007
	January 2007 *Ten Ways to Add Abundance To Your Mind, Your Life & Your World* Building A Real Financial Team
	December 2006 *Holiday Season Stress: The Cost Of It All* TIPRA Makes Year-End Tax Planning a Little More Interesting
	November 2006 *The Gift of Gratitude* Charitable Gifts In a New Light
	October 2006 *Avoiding Burnout When Caring for an Aging Parent* Caring For Elderly Loved Ones From Afar
	September 2006 *Trust* *AILITS Remain a Popular Estate Planning Tool and Technique*
	August 2006 *Ten Tips for School Success* *A Primer on the Tax Increase Prevention and Reconciliation Act of 2005*
	July 2006 *Planning Personal Independence* *Taking Responsibility for Retirement*
	June 2006 *The Art, Science and Grace of Attracting Prosperity* *Add Prenuptial Agreements to Your Wedding Plans*
	May 2006 *Values* *A Primer on Charitable Donations*
	April 2006 *Choices* *Teaching Your Kids About Money*
	March 2006 *Save 15 Minutes a Day - Gain 2 Weeks a Year* *Taking Time to Understand the 2006 Tax Changes*
	February 2006 *Top 10 Steps to Set and Achieve Your Goals* *Financial Planning for Life*
	December 2005 *A Look Back at 2005* *Family Meetings can Help Pass on Family Assets*
	November 2005 *A Primer on Charitable Donations* *Exploring Identity Theft*
	October 2005 *New Bankruptcy Law Protects IRA's* *Preparing Financially for Disaster*
	September 2005 *Boost Your Education and Life with an Online Degree* *College Savings Options*
	August 2005 *Take Back Your Time* *Time For a Midyear Financial Checkup*
	July 2005 *5 Steps to Make the Rest of 2005 Extraordinary* Tips for Financially Helping your Children... Even when They're Adults

Life goals. Money goals. In that order.

For more information, call Innovative Financial at (303) 275-7170
or click here for a free consultation - and put your mind at ease.