Planning matters

Saving on Your Spending

Looking for ways to save money on the things you buy? Client Services Specialist, Haley Smart has some ideas for you.

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Weddings: To Pay or Not to Pay?

A month ago, Valentine’s Day, many happy couples likely said “Yes!” to their futures together. Such an exciting time for everyone involved; the happy couple, their families and friends. But now, the planning begins and the conversations about who’s paying, and for what, come to the surface!

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Six Reasons Why People Don’t Buy Life Insurance

Many people put off considering life insurance protection for a number of reasons. Take a look at this list—do any of them sound like you?

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Making the Most of Your Employee Benefits

Autumn is open enrollment season for many workers – that particular time of year when employees can elect to sign up for various health and retirement savings benefits. Are you taking full advantage of those perks?

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The Knee Bone’s Connected to the Thigh Bone

Have you ever had a pain in one area of your body, only to find out another area is the culprit? As it is with our health, the art of comprehensive financial planning is seeing how all the pieces of your personal financial picture are connected.

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