Easter Egg Hunt
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Many of us remember the Easter egg hunt as being the highlight of the day when we were young. This year, why not tie-in a financial literacy lesson to your Easter egg hunt.
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Unintended Consequences
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When working with clients, sometimes I come across situations where a seemingly insignificant change has a huge impact. The unintended consequences can result in big hassles down the road.
Read MoreLosing a Loved One: Let's Take a Test
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Here is the scenario: Your father just passed away. In the midst of your despair, you have to figure out a number of details. How many of these questions are you able to confidently answer?
Read MoreGoldilock’s Economy?
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2021 has arrived and after a devastating year, it has us all wondering what type of economy awaits us.
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Adulting 101 - You Got Laid Off – Now What?
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Losing your job is stressful in any situation. Being told you’re losing your job through no fault of your own during a global pandemic and a recession, however, can bring on additional feelings of panic.
Read MoreHow much house can I afford?
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One financial rule of thumb I hear often is “Your mortgage payment shouldn’t exceed 28% of your gross monthly income.”
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Got Storage? Taking Back Space Through Home Organization.
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Whether you’re building or remodeling a home or designing a comprehensive financial blueprint, careful planning can help build a secure financial future.
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Improving Habits can Mean an Improved Financial Picture
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At every stage of our financial lives, improving habits can mean much-improved outcomes!
Read MoreEating Out Without Eating Away At Your Financial Plan
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With proper planning, it’s possible to enjoy eating out without eating away at your financial plan!
Read MoreSound Financial Planning for All the Family Members
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How do you build a secure financial future for all family members?
Read MoreMoney Won't Buy Happiness, But Will Your Profession?
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Money won't necessarily make you happier -- but a new study suggests your chosen profession might.
Read MoreIs It "Vive La Difference" When it Comes to Retirement Planning?
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Why are many investors of either gender in catch up mode?
Read MoreAre Warranties a Waste?
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Are decisions about warranties on furniture, appliances, and cars too insignificant for us to spend time discussing with our financial planning clients?
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Financial Planning Focuses on the Only True Silver Bullet
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Do you follow the financial rules of thumb?
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