Planning Matters
We share our expert knowledge and advice because it’s the right thing to do.Can You Spend Your Way to Happiness?
There's a right way and a wrong way to spend money for maximum happiness gain, according to behavioral science experts Elizabeth Dunn and Michael...
Deciding When to Retire
We spend a great deal of time helping clients decide the best time to retire. Retirement is no longer age-dependent for most of us. We are free...
Say This, Not That – Talking With Your Kids About Money
Money can help solve many of life's hurdles and lead to a wonderful lifestyle. Sadly, wealth does not make parenting any easier and, in some respects, can make it much more complicated.
Raising kids in an atmosphere of affluence without teaching corresponding money values can be a recipe for disaster. Many adults do not have a clear view of their own feelings about money and therefore send conflicting or inappropriate messages to their children. With that in mind, here are a few things we encourage you NOT to say when talking with your kids about money and money decisions.
The Benefits of Partnering With a Financial Planner
There’s a saying we often use around here—“A dream without a plan is just a wish.” —because nothing is truer when it comes to your finances. In...
Reshaping Your Career to Build Retirement Savings
Human capital-the ability to generate earnings from labor-is likely one of your greatest assets. Human capital gets converted into financial...
How to Divide My Estate Up Equally
Many people struggle with how to divide their estate among heirs because they want to be fair to all. The most common solution is to divide all...