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Member Library

Our members have so much to offer—and many of them are willing to share their expertise with you. Paid members can add their resources to our WBF library. Scroll down to access their tip sheets, resources, book recommendations, and templates.

10 Things Tips to Make Next Tax Season Less Taxing This list from Cathy Fishman of CMFAccounting, makes keeping track of your financials manageable -- from creating a system to knowing what you can discard. Whether you use folder, apps or both, this checklist is the first step in keeping you -- and your finances -- in working order.
Post on Tuesday, May 1st 2012, 8:53 am, by Maria Evans
Financial and Retirement Plan Questionnaire CONFIDENTIAL What year would you like to retire? _____ How old will you be? ______ How many years away are you? ___ How much do you currently set aside to retirement plans, per month _____? How much does an employer match or put away for you every month_____? How much do you currently earn? _______ Is it enough to retire on? ______ What amount of today's income earned do you need to continue as you move into retirement $___________ amount per year $_____ amount per month For how many years in retirement would you expect to need this income? ______________ Have you ever had anyone calculate to your needs ? ________ How much Social Security will you receive at retirement ? ____________ Will you be interested in a calculation that will tell you how much you need to reach our objectives using the total balances that you have on hand? _______yes _____no Other than the accounts that we manage for you, please do fill us in on the amounts of your other assets. $_________401k plans _________ IRAs $________Real Estate _____Stocks Annuities______ Inheritances ______ _____Passive Income ______ Insurance CV ________Emergency_______Other _______ Thank You, answers are held in highest confidentiality. bbagonis-cooke@tfamail.com or 215 491 2803 for a call first 215 491-4346 . ____________________ Name ____________________________Address ______________phone ____________ Email _______
Post on Friday, March 23rd 2012, 8:37 am, by Brenda Bagonis-Cooke
Diva Dietitian...The Skinny On Nutrition Http://DivaDietitian.com
Post on Friday, March 9th 2012, 10:09 pm, by Kristie Finnan
10 Ways to Beat Writer's Block -- “Writing is easy. You just stare at a blank sheet of paper until drops of blood form on your forehead.” Communications expert Maria Evans offers surefire ways to keep you from that fate with these proven and creative ways to get the words to flow.
Post on Thursday, March 8th 2012, 4:54 pm, by Maria Evans
10 Tips to Social Media Success Social media can help you increase your business, defray your marketing costs and create feelings of loyalty with your customers. But, just like anything else, you get what you put into it. Here are 10 tips to boost your success rate so you have a realistic plan and get the results you want.
Post on Monday, January 30th 2012, 10:47 am, by Jennifer Phillips April
Grow your business with promotional products, says Dana Baedke, owner of Key Marketing, http://www.keymarketing.biz.
Post on Thursday, January 12th 2012, 10:28 pm, by Maria Evans
Effective public realtions can help you build your business. PR.r expert Maria Evans shares some tips in Smart Business here..
Post on Thursday, January 12th 2012, 9:03 pm, by Maria Evans
Green ideas for saving at least 10 percent of your energy costs this winter from Tri-State Greenergy. courtes.ty of Stephanie Ripka.
Post on Thursday, January 12th 2012, 8:57 pm, by Maria Evans
At D. Kaucher & Associates, our commitment is to empower and inspire our clients to build a bridge from their financial planning goals to life's dreams. Our firm specializes in wealth management, wealth accumulation, and wealth preservation as components of a comprehensive and integrated financial planning process. We approach financial planning as the process of preparing for the evolution of life's events. Our firm's philosophy is rooted in a commitment to create lasting and multi-generational relationships with our clients as the trusted advisor with uncomprimising integrity and unwavering dedication.
Post on Friday, January 6th 2012, 9:43 am, by Doris Kaucher
EXUBERANT HEALTH MORSELS Because "You are what you eat", your ability to take your business to the next level and create longevity in your business has everything to do with the fuel your consume and the subsequent level of your health. Get FREE Exuberant Health Morsels videos at http://www.SusieBeiler.com/blog These videos are designed with YOU, the busy Entrepreneur in mind, thus they are short, sweet, and to the point.
Post on Wednesday, November 2nd 2011, 8:12 pm, by Susie Beiler