Oct 27, 2015
Being mortal: you can’t escape death
Two certainties exist in this world: death and taxes. We can find ways around improving our tax situation, however we will all be equal in the end when we are dead. Yes. It’s true.
Sep 28, 2015
Money can be complicated. It can be even more complicated when we have not taken the time to think about our values and align our spending to meet them. Once we determine our values, the next steps is to set goals we want to achieve. Then it becomes easy to align our spending. Here's an example:
Aug 20, 2015
Widowhood: When Life Throws You a Curve Ball
One thing we know for sure is life throws many curve balls. It’s why our firm is passionate about empowering people to see their future as greater than their past, especially in times of transition.
Jul 6, 2015
Summer Reads Can Make You Fiscally Fit
As we head into the summer season, I’m going to share my 2015 summer reading list of books that will get you fiscally fit.
May 5, 2015
Lonely: A widowers perspective
A lot of our practice focuses on supporting widows as they transition to managing their finances and life on their own. One of our friends reached out to share this beautiful, raw and very real poem of what it was like for him to lose his spouse of many, many years.
Apr 14, 2015
Being part of a Giving Circle is an active form of philanthropy. Here are 10 considerations for setting up your own Giving Circle.
Jan 6, 2015
Some of the most “successful” people we have met through our financial planning practice are those who live by these rules. They actively make these guidelines a priority in their lives.
Nov 14, 2014
Behavioral finance argues that people are not nearly as rational as traditional finance theory makes out. Traditional finance employs theories with a heavy emphasis on mathematical equations. Unfortunately, the average investor makes decisions on emotion rather than mathematics. Behavioral finance is just beginning to understand why.
Nov 4, 2014
A little known fact is that bald eagles mate for life. Unfortunately, many humans do not stay together. Divorce is very common. Knowing a divorce’s impact on Social Security is a cornerstone of a good financial plan.
Sep 16, 2014
Are You Paying “The Idoit Tax”?
“The Idiot Tax” quietly erodes our wealth. By now you are scratching your head wondering what the heck is it? And, am I paying it too?
Sep 16, 2014
"When you make being grateful a true habit, you'll feel true joy and contentment—no matter what you have or don't have in your life." –Jack Canfield Grateful for you.
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