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Media Appearances
Tim Maurer was quoted in the November 21, 2008 issue
CNNMoney.com
Your 401(k) Match At Stake Click here to read the article

Chuck Bender was quoted in the November 2, 2008 issue
InvestmentNews
Market mess greets stunned new advisers Click here to read the article

Tim Maurer was quoted in the October 27, 2008 issue
MainStreet
How to Treat a Money Disorder Click here to read the article

In The News... - media appearances
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You Need To Know - audio segment
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Client Alert - video segment
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Cash Flow Statement
By: Andrew V. Tignanelli, CPA, CFP®

The number one tool in all financial planning is the cash flow statement. This is created by keeping track of where you made money and where you spent money on a yearly basis. The cash flow analysis will help you determine where is your income being generated and what are your true monthly needs. You can then budget out discretionary expenses and it will reveal to you how frequent small amounts of expenditures over a monthly or yearly basis is actually quite a large sum of money (i.e. $5 a day for a year of work lunches is approximately $1,200). Keeping track of your expenses is critical for retirement planning and especially in times like today.

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