Planning matters

There’s More to Thinking Than You Think: Understanding How Biases Impact Decisions

In this series, we explore some of the most common behavioral biases to which people find themselves susceptible. Today we look at Loss Aversion.

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Spring Cleaning – Don’t Forget to Tidy Up Your Finances

It’s the season for spring cleaning and we don’t just mean around your home. Your finances might need a spruce up too.

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What’s the “Magic Number”?

Often people have an idea there is a “magic number” they need to save for retirement to be a reality. While savings goals are great, the ability to retire is much more closely tied to a different number: Monthly Expenses!

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1,000 Pieces

If you had a 1,000 piece picture puzzle with the pieces dumped on a table in a disorganized pile, what is the most important part of that puzzle? Most might say the corner or edge pieces. As a planner, I would say . . .

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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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