March 22, 2018
College? Already? The Costs, What to Do and What Not to Do
The sticker shock of college tuition, room and board typically comes at a time of great emotion as we realize that not only have our kids grown up in the blink of an eye, but the costs for their next […]
March 9, 2018
Inflation and How It Impacts Your Money
So what’s inflation all about and how might it impact your money? In 1926, a U.S. Postage Stamp cost $.02 cents. Today, a stamp costs $.50 cents. If you had $1.00 in 1926, placed it under your mattress, and pulled […]
February 15, 2018
Take this Quiz: Be Intentional – Key to greater financial success!
Jan and Bill are married, have two kids, and within the last few years have moved into a new home. Both Jan and Bill work full-time, contribute to their employer 401(k) plans, and have started saving for their kids’ college. […]
February 2, 2018
20s, 30s & Beyond…Money Matters by Age
Recently we met with the child of one of our “fifty something” clients. She is in her late 20’s. She was aware enough in 2008 to hear about the devastation that friends of her parents suffered during that time in […]
January 15, 2018
Savvy Women Take Charge of Their Financial Future
The facts speak volumes…Today women are the primary breadwinners in 44 percent of the U.S. households. 38% of women out-earn their husbands and it is estimated that women will control more than 67% of the wealth by the year 2020. […]
January 1, 2018
A invitation to think differently…
Some eagerly anticipate the excitement of the opening day of their favorite sporting event. For others, it’s the sound and smell of a new book, pages crisp, clean and words jumping off the page. While for others, it’s the first […]
December 12, 2017
Obstacles to Retirement: Courage is half the battle
Retirement is an idea that can offer solace AND anxiety. It is something that we have to grasp financially as well as emotionally. And no matter what, it involves a considerable amount of the unknown. We’ve seen countless folks let […]
November 28, 2017
Ever think about retiring?
WHEN CAN YOU RETIRE? The answer is…when you have enough money to meet your financial life needs for as long as you live. Now, let’s determine how long you’ll live, what your expenses are today, what they’ll be tomorrow, and […]
October 27, 2017
Aging Parents…and…Becoming The Sandwich Generation
I’ve recently discovered that I’m becoming part of the “sandwich generation.” Heads up—you might be joining me here… Social worker Dorothy Miller, originally coined the term “sandwich generation” back in 1981. The sandwich generation is a generation of people who care for […]
Taking a Peak Back to Get Ready for What’s to Come