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 […]
Alright, I’ll do it. I’ll address one of the most common questions we are asked. In our days of the decline of the use of cash, increasingly people are using plastic. In fact, you probably have at least one credit […]
Spring brings back the sun and is refreshening. People like to plan vacations during Spring Break to take advantage of the much-needed time off. However, those plans may never materialize because money can be a limiting factor. Worrying about money […]
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 […]
I’ve had this topic in my list of future topics for a while and decided to cover it based on a conversation with a client this week. When I meet with clients, of course, I am always asking them is […]
I was sitting watching the rain outside the other day in the middle of what is usually a cold and snowy February day. As usual, I started to think ahead to a welcome spring. I also reflected on how busy […]