Whenever I talk with friends or peers about what I do, I essentially get asked the same thing, “How do I save?” Which leads to the question, “do you have a budget?” Often when talking to friends about finances, I find most millennials don’t have a budget. This is likely because they don’t even know…Read More
Often times people can get caught up in the day-to-day routines of life and they get away from thinking about their futures. We see this as an opportunity to make a plan…Read More
I don’t even like the term.
I can’t be, can I? I’m too young to be a widow.
It often doesn’t feel or seem real, but then reality jumps out and blocks my path like a brick wall. Immobilizes. Hard to move forward and no place to go backwards.
After a decade of battling Cushing’s Disease, my husband Robert of 37 years passed away in November of 2015. Following are lessons, insights, and advice learned.Read More
There are a lot of financial aspects to consider as you look forward to starting a new job. Part 2 of this two-part series goes over a list of items to think through as you get underway with your new employer.Read More
Over the years, we’ve had the privilege of guiding clients through all kinds of financial situations, both pleasant and difficult. No matter the course, our aim is to provide clients with thoughtful solutions that will help them move toward their ultimate goals.
We created this hypothetical case study to highlight a common financial challenge individuals and families may encounter, and to show various ways we would address the issues.Read More