Christmas can be one of the most expensive times of year. Everyone wants to buy nice gifts for their families and friends. The challenge is that this has morphed under the influence of a commercialized Christmas shopping season that runs […]
Its amazing where one might draw an inspiration for writing. This morning, I was looking out through my window into the back garden, as I often am, watching the squirrels scurry about. A grey runs by with a nut, a […]
The proliferation of robo advisors, or automated online investment platforms, bringing low priced financial services out into the market, has received significant buzz over the past few years. As is prudent with anyone who provides professional financial services, it has […]
We need to re-define balance in our lives. A consistent discussion I have had with people is the concept of actual need versus want. In reviewing cash flows with clients, it leads to some interesting conversations. I am astonished at […]
I’ve talked in and around the concept of credit card debt many times but I don’t think I ever focused an article on how to identify when credit card debt becomes a problem and what to do about it. I […]
In our throws of working with families and their finances, one of the items that is often left out of the plan is a properly planned family summer vacation. We usually see this in families with limited means or ones […]
Prudent financial advisors are always evaluating and re-envisioning their business practices to ensure they are current, relevant, and offering the best to their clients. This has been even more important in the past few years and moving forward. Traditional money […]
There its done and your 2016 tax return is filed just in time for the May 1st deadline. You even had an extra day this year. Now you wait for your refund. Its seems to be a right of passage […]
We like to play on the idea that “we put life into your financial planning.” But is it a real play on words? Not really and yet we are asked this question almost everyday. We knew that when we adopted […]
There are more opinions on money then we think. In our encounters with various people, one of the things we need to understand is their perspective on money. It is integral to understand when creating their financial life plan. Face […]