September 1, 2020
Volatility, Cycles…What’s Your Plan?
It was at the beginning of June that we decided to restart an old hobby of ours…cycling. The catalyst was a sincere need to get outside with the wind at our backs and just ride. Being cooped up inside on […]
August 3, 2020
What Should Financial Advice Look Like?
The days we’ve all endured in 2020 have been unlike any we’ve experienced in the past. Our cheese has been moved! And millions of Americans have been financially impacted by these historical and unprecedented times. Yet, many Americans have begun […]
July 13, 2020
The Financial Importance of Taking Time-Off
Are you inclined to work through the summer without a break? Given how 2020 has been going, that may not be the best choice. Here’s why… For people fortunate to continue working through the pandemic, most worked as if it’s […]
July 7, 2020
When Can I Retire?- 7 Tips to Get You Started
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 […]
June 29, 2020
Kindness & Compassion as Common Ground
If you’re searching for a common ground that has positive implications for both you and for others, kindness and compassion is a good beginning. Kindness and Compassion is the starting point for us. Why begin here? We’ve often thought about […]
June 22, 2020
Getting Fit: A Financial Wellness Checklist
If you’re reading this you probably have a few questions about your finances. You’ve come to the right place! So, you’re clearly interested in gaining more knowledge about your own personal finances and we’re glad you’re here. “Financial wellness, put […]
June 15, 2020
Financial Literacy Starts with Being Intentional: Quiz
Thinking about your money lately? Life’s busy pace often takes the intention out of the mix when it comes to things like money. In fact, a majority of Americans believe they’re financially literate, yet, a recent Standard & Poor’s survey ranked […]
March 18, 2020
Two Keys to Investing -Diversification & Risk Budget
Market volatility is a complex subject, but, in simplest terms stock market volatility measures fluctuations in stock prices. Low volatility means small fluctuations and high volatility means large fluctuations. When markets endure downside volatility, investors need not look far to […]
December 28, 2019
Fresh Start: Tips for a spending plan vs. budget
The New Year brings with it the opportunity to make a fresh start. Reviewing your finances after holiday spending is an important part of that fresh start! Here are some tips to create a more modern and user friendly budget […]
November 22, 2019
Student Loan Debt – Tips for You and Your Kids
84% of borrowers or 8 in 10 adults with student loans say that loans are tanking their retirement savings. This according to a report on the impact of student loans by the MIT AgeLab, sponsored by TIAA. Are you one […]
