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. And when we talk with people about what their financial planner or financial advisor does for them, we learn alot. We typically learn that […]
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 […]
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
How’s Your Retirement IQ?
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 surgeon […]
May 20, 2019
Help your Gen Z’er find their way Financially
While Millenials are currently the largest population segment, having surpassed the Baby Boomers, according to a 2018 Bloomberg analysis of United Nations data, using 2000/2001 as the generational split, Millenials are about to be surpassed by Generation Z. Gen Zers […]
April 17, 2019
Do You Kazoo!
What is Kazoo? Kazoo is a financial planning Membership designed to provide you with affordable, broad access to financial planning professionals. Who is Kazoo for? Kazoo is designed for individuals and families who may be starting on their path toward […]
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 […]
