Planning Matters
We share our expert knowledge and advice because it’s the right thing to do.
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.
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.
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!
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 . . .
There’s More to Thinking Than You Think: Understanding How Biases Impact Investment Decisions
The concept of behavioral finance is a relatively new field of study that combines psychological theory with conventional economics. We may not...
Tax in Divorce
Under the new Tax Cuts and Job Act (TCJA) rules which are in effect until 2025, the “above-the-line” deduction for alimony and separate...
