Feb 17, 2017
What’s better? Giving to family or giving to others?
What’s better? Giving to family or giving to others?
Feb 17, 2017
Allowance: Saving, Sharing, and Spending
Learning how to deal with money takes practice. Allowances can be a tool to really help your child develop a healthy relationship with money.
Feb 17, 2017
Simplifying your investment strategy
It’s not just individual investors that fall prey to the complexity trap.
Oct 5, 2016
Let's explore the five areas that work provides in our lives and how we need to think about each of them as we prepare for retirement.
Jun 28, 2016
Consider Grief Like Your Elephant
Remember the old joke “How do you eat an elephant?” “One bite at a time.” Consider grief/mourning like your elephant.
Apr 8, 2016
Spend all your time making money
There is an Eagle’s song with the line “you can spend all your time making money” and many of us have embraced that concept.
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.
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