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Articles

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Beth Jones, RLP®, AIF®, CFT™ | Oct 3, 2014

Your Client is Not Just Another Number

financial planning
wealth management

October 3, 2014

By Ed McCarthy, CFP

At times it seems like the main focus of retirement planning is on numbers. Consider the frequent surveys that evaluate

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Beth Jones, RLP®, AIF®, CFT™ | Jul 21, 2014

Beyond Investments: Help Clients With All Their Goals

financial life planning
financial planning
thirdeyeassociates

July 21, 2014

By Bruce W. Fraser for Financial Planning

Benjamin Franklin once said, “Wealth is not his that has it, but his that enjoys it.” Most planners

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Beth Jones, RLP®, AIF®, CFT™ | Jun 5, 2014

Virtual Afterlife: What Happens to Your Online Presence When You Die?

digital estate plan
estate planning
financial planning
linkedin
thirdeyeassociates
virtual afterlife

June 5, 2014

By Beth Jones, RLP®, AIF®, CFT™

Have you considered what will happen to your Facebook, Twitter, and LinkedIn accounts when you pass away

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Beth Jones, RLP®, AIF®, CFT™ | Apr 16, 2014

Spring Cleaning Your Financial Life

credit cards
credit report
financial emergency fund
financial planning
thirdeyeassociates

April 16, 2014

By Beth Jones, RLP®, AIF®, CFT™

Spring is in the air. As the flowers come into bloom and the temperature ticks upward, you may experience a

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Beth Jones, RLP®, AIF®, CFT™ | Feb 20, 2014

Social Security―When to start taking benefits

financial life planning
financial planning
retirement
social security
thirdeyeassociates

February 20, 2014

By Beth Jones, RLP®, AIF®, CFT™

Whether or not you believe Social Security will be around when you need it, proper planning compels you to

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Beth Jones, RLP®, AIF®, CFT™ | Dec 27, 2013

Life Transitions ― Money, Emotions and Confusion

financial planning
financial transition planning
life planning
life transition
sudden money
thirdeyeassociates
wealth management

December 27, 2013

By Beth Jones, RLP®, AIF®, CFT™

Life is full of changes

What do a lottery winner, lawsuit recipient and a widow have in common? Sudden

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Beth Jones, RLP®, AIF®, CFT™ | Nov 12, 2013

The Gift of Good Financial Advice

college
college loans
financial life planning
financial planning
life transition
thirdeyeassociates

November 12, 2013

By Beth Jones, RLP®, AIF®, CFT™

Congratulations to all recent college graduates! It’s now time for them to jump into the next stage of life

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Beth Jones, RLP®, AIF®, CFT™ | Sep 21, 2013

Estate Planning — Avoid Conflicts that Can Arise with Your Illness or Death

estate planning
financial life planning
financial planning
financial transition planning
life planning
thirdeyeassociates

September 21, 2013

By Beth Jones, RLP®, AIF®, CFT™

Many people fail to have proper and updated estate planning documents, so a serious illness or death of a

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Beth Jones, RLP®, AIF®, CFT™ | Aug 3, 2013

Do you have a Budget or Spending Plan?

life planning
thirdeyeassociates
wealth management

August 3, 2013

By Beth Jones, RLP®, AIF®, CFT™

Whether you call it budgeting, or a spending plan, it can be a tedious task that we only do when absolutely

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Third Eye Associates, Ltd. is a state Registered Investment Adviser with an office in Red Hook, NY,
and currently serves clients in 30 states. Third Eye Associates, Ltd. provides independent life and wealth planning services.

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