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 […]
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 […]
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% […]
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. […]
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. […]
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 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. […]
June 26, 2017
What does Financial Wellness mean to you?
Some say it’s as simple as living within your means. Others might see the tie-in to an intricate balance of the mental, spiritual and physical aspects of money–or having an understanding of your financial situation and taking care of it in […]
June 12, 2017
40’s…if you haven’t yet, it’s time to get serious
Many wonder in their 40’s, “Am I doing the right things?” Home, kids, student loans… What about the costs of college and lingering credit card debt? For some, you’re well underway with your budget and planning. For others, there’s a […]
Of course we don’t want to think about needing long-term healthcare. We like to imagine that somehow we will fall outside of the fate of 70% of people who will need some form of long-term care during their lives (U.S. […]
