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 […]
November 6, 2019
What Should Financial Advice Look Like?
Hiring a financial planner or financial advisor to assist you with investing for retirement is common. But, when asked what your advisor or planner does for you, what is your answer? We typically hear from folks that their advisor invests […]
September 13, 2019
Does Money equal Happiness?
According to a recent survey, 92% of people surveyed say nothing makes them happier or more confident than having their financial house in order. But, does money equal happiness? This is an ongoing conversation. Does money make you happy or […]
July 24, 2019
How to Think About Financial Planning
There’s an excitement at the beginning of that “something” you’ve been looking forward to. Some eagerly anticipate the opening day of their favorite sporting event. For others, it’s the sound of silence at home as the kids head back to […]
June 18, 2019
Do you Know Your Retirement IQ?
Imagine… Imagine rolling into the operating room where you are scheduled for surgery. Then, imagine being handed the scalpel and the nurse saying to you, “You’ll be operating on yourself today.” This is how millions of Americans approach retirement. The […]
