August 23, 2018
What Should Financial Advice Look Like?
Many people have hired a “financial planner” or “financial advisor” for investing their retirement rollover or the kids’ college savings. Often, we’ve heard people say they use a “financial planner” or “financial advisor,” yet the person they’ve hired typically invests […]
April 30, 2018
Managing Your Money with Intent…Peace of Mind
Being intentional with your money can make a difference. When you consider the many things in life that can cause you stress, money is a big one. In fact according to a 2017 American Psychological Association Stress Statistic, for 62% […]
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 […]
September 19, 2017
Financial Wellness…and the winners are…Employer, Employee & Customer!
Interested in retaining your great employees and increasing and improving their productivity? Read on… Within the past year, we’ve written a few articles that relate to Financial Wellness. A lot of what we’ve written has focused on the individual and […]
August 23, 2017
Questions for a Financial Physical
We’re not trying to stress you out here. Honest. We know that in today’s fast-paced lifestyle, you have little or no time to check up on your own personal financial wellness. And, when you do have the time, you may […]
August 7, 2017
We Americans could use a good dose of lazy to be more productive and Financially Well!
It’s August, are you reading this while on vacation? In the US, between July and August, many Americans take a little time off. While it’s usually a week or so for most, we recently met with someone who was German. […]
