Planning matters

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

Spending Awareness

As we’ve spoken about previously in What’s the Magic Number?, in many ways your spending is key to meeting financial goals or even being able to retire. Does that mean everyone needs a strict budget? Not necessarily. However, I would argue that everyone needs spending awareness. Before my husband and I purchased a house, I…

Read More

Millennials, Prepare for Your Financial Future

Today’s blog post takes a look at a few ways millenials can be taking the right financial steps to setting up a financially secure future.

Read More

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!

Read More

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 . . .

Read More