Category: Financial Planning

What would it mean to you if you could take back some time in your week by getting rid of some of those tasks that you hate…like grocery shopping, cooking or cleaning your house? I know a lot of the time we tend to be frugal and save money by…

Spring is the perfect time to do some cleaning and decluttering. Purge the closets, get rid of the stuff that is sitting around collecting dust…and declutter your finances. I know people don’t think about that last one when they think of spring cleaning. But I gotta tell you…it feels great…

Retirement planning is complicated enough with having to try to navigate discovering your vision. Then there comes the added layer if you are planning with a partner and aligning both of your visions. It’s no surprise that this can trip couples up sometimes when they’re not on the same page….

When it comes to your investments you want to make sure you’re getting the right advice, not just being sold a financial product that will get your advisor paid. You deserve the best advice that is going to serve your needs first, get you the best returns possible and tax…

We all know being fired isn’t the most fun feeling in the world…but sometimes it has to happen. And sometimes it has to happen with your financial advisor. I know that can seem uncomfortable, especially considering that this person has intimate knowledge of your financial situation. But sometimes it’s just…

That time of year is coming up again you guys…yup. It’s tax time. I hear a lot that people aren’t able to get tax advice from their financial advisors…which is odd to me. So the question is—what should you be able to expect from your financial advisor at tax time?…

I often have people tell me that they think of their home as an asset to consider as part of their retirement planning…which always gives me pause. Yes, it is an asset, but how is that going to ensure you have enough money to get by when you stop working?…

Want to spend life enjoying things like family, friends work, while knowing you’ve taken care of your financial house? Like you’ve cleared all the savings and bill payment clutter from your brain so you have more time to focus on the good stuff? Well then, take the time to put…

A lot of people don’t know there’s a difference between financial advisors and certified financial planners. But the title says it all. One can perhaps advise (but is also possibly trying to meet product sales quotas), and the other is there to plan your future. I don’t know about you,…

  As parents, we always want to protect our kids and make sure they’re okay. We pick them up when they scrape their knees trying to ride a bike and give a stink eye to the other kids who are mean to them on the playground. But at some point…