Planning matters

Debt Snowball or Debt Avalanche?

Student loans, car payments, credit card debt, and the list goes on. The total personal debt across all US households stands at over 14 trillion (yes, trillion!) dollars. Debt can provide leverage to pursue dreams like home ownership and a college degree, but it can also stand as a roadblock to reaching your financial goals….

Read More

Spring (Financial) Cleaning is in the Air!

Spring is in the air! A time to clear the cobwebs, organize the closets, and toss out the clutter. It’s also a great time to dust off and review your financial documents. But what documents to keep, how long to keep them and how to best store them and keep organized? Here are some tips…

Read More

Tips to Boost Your Savings

Whether you recently drained your savings enduring pandemic related expenses, or are simply looking for easy ways to save more – we have tips for ways to boost your savings. Make it automatic Use online banking tools to set up recurring transfers to your savings account at a frequency that works well for you. Making…

Read More

Punxsutawney Phil and your Financial Planner

Today marks Groundhog Day, the only day of the year where we relinquish our meteorological forecasting to a precocious rodent. Punxsutawney Phil, the famed groundhog who annually graces us with his presence at Gobbler’s Knob, helps determine whether we’re in store for 6 more weeks of Winter or if Spring is on its way. You…

Read More

Are Your Resolutions Looking a Little Different this Year?

We spend a lot of time talking to clients about their upcoming goals for the short, medium, and long term. Many involve some financial aspect: remodeling the kitchen, paying for college, taking a dream trip, replacing a vehicle, paying off debt, early retirement. Having a clear idea of how much a goal will cost and…

Read More