Mathematical Answer Versus Emotional Answer: Which is Right?
When making a decision, do you pay more attention to how you feel about the matter, or should you follow where research and information take you?...
Aug 23, 2022
financial planning
Is a Retirement Community Right for You?
Seniors planning to move into continuing care retirement communities expect to enjoy amenities such as libraries, fitness centers, and dining...
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:...
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...
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.
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!
