When you hear the term “financial planning,” what comes to mind? Do you immediately picture meeting with a retirement planner and talking about your investment portfolio or estate plan? Those are two important aspects of financial planning, but they aren’t the only...
Are you teaching your children about finances? Do your kids know how you feel about money and what your spending and saving priorities are? If not, this is the perfect time to start a conversation with them. Everyone has their own unique money story that’s largely...
Whether you’re just starting to manage your finances or you’ve had years of practice, it can be overwhelming to think about everything you “should be” keeping track of. Do you need to record every purchase, even if it’s just a gas station soda? Should you set up a...
“How much money is enough?” It’s something we hear all the time from our clients. And while this is certainly an understandable question, we don’t think it’s the right one. Asking how much is enough assumes that there are defined, objective values for what is a “lot”...
Most millennials and members of Generation Z grew up hearing about traditional financial priorities: graduating college, getting a good job, buying a house, having children, and saving for retirement. But this cookie-cutter plan isn’t necessarily right for everyone,...
Inflation is a popular topic right now. Many news stories from the past few years are filled with dire warnings about unsustainable consumer prices and the plummeting value of the dollar. Reading these reports can be frightening, especially if you are retired or...
