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...
Dec 30, 2019
financial planning
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!
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 . . .
There’s More to Thinking Than You Think: Understanding How Biases Impact Investment Decisions
The concept of behavioral finance is a relatively new field of study that combines psychological theory with conventional economics. We may not...
Inheritance – Part 3: Property
In Part 1 and Part 2 we discussed inheritance for both Qualified and Non-Qualified investment accounts. For Part 3, we’ll take a look at some things to think about when you are leaving or inheriting property, such as homes, cars, land, art or jewelry...