Planning matters

Remember to KISS

Every once in awhile my husband will yell out KISS, and he’s not looking for a smooch. Whether talking to himself, sharing the sentiment with one of our two daughters or directing the message to me – he’s referring to the acronym: Keep It Simple, Stupid. Although I’m not a fan of the term ‘stupid’…

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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…

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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…

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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.

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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!

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