Planning matters

Financial Stats: Women’s History Month

In honor of Women’s History month, we thought it would be fun to recognize the influence of women in the financial world. Here are some statistics around women’s buying power and investment tendencies.

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Travel Insurance – Good Idea?

Is travel insurance worth the extra expense? Depending on your situation it may be. In today’s blog post we take a look.

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Prepare! Information Urgency!

Most of us probably yawn at a discussion of record-keeping systems. Many of us think of filing as a process of storing away data. But, when in effect it is a “retrieval” system that only becomes important at a moment of urgency. For example, a new job application, a threatening illness, inheritance documentation, a lawsuit, etc. And when the need for information is urgent, where do we go?

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Setting Successful Goals

Tis’ the season for New Year resolutions. Like others, you may be thinking about goals you want to achieve in the new year. Goal setting is a powerful activity; shaping our dreams and giving us the ability to focus on the exact actions needed to meet the desired goal.

After years of acting as a trusted advisor to client’s life goals, we have a few tips on how to set-up your goals for success.

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Your Last Minute Financial Gift Guide

It’s the week before Christmas and if you still have some shopping to do, don’t despair. We’re rewarding you for waiting to the last minute with ideas that simultaneously fulfill your gift giving obligation while encouraging financial responsibility. Plus, all our suggestions are an easy click away. Read on for details…

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