Planning matters

Financial Answers Everyone Should Know

Finances, ugh. We understand that not everyone enjoys dealing with money matters. In many joint households, financial responsibilities often fall to one person, with the other having little or no knowledge. While we are happy to act as a partner to help unravel detailed questions, we also want to emphasize the importance of knowing the…

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Are Kids Sports a Financial Disaster?

Did you know that parents can spend up to $10,000/year funding their kids love for athletics? From club teams, travel teams, personal trainers, camps, uniforms, gas, hotels and equipment the cost quickly adds up. Is this a financial loss or gain? Keep reading our blog Planning Matters to take a closer look.

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Hungry for an Economics Lesson?

True confession: I almost failed economics in college. If all the concepts taught were around food items, like the Big Mac Index, perhaps I would have been more successful. Talk about a fun way to break down a complex topic like exchange rates. Today’s blog post takes a look…

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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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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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