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Wednesday, October 17, 2018

As the S and P 500 market index made adjustments last week by dropping down -4.1% according to market watch, the year to date numbers remained positive at 3.58% since January 2018. This email is just a reminder that, like a top chef...

 

Tuesday, October 9, 2018

Have you ever been brushing your teeth or walking your dog when all of a sudden you have a flashback to something embarrassing you did in the past that literally stops you in your tracks? I wish I could say this does not happen to me...

 

Monday, September 17, 2018

Have you ever broken a bone or gotten mono? Were you able to keep working? In many cases of injury or illness, people have no problem going right back to work or returning after a brief hiatus. But what happens if you have a stroke,...

 

Wednesday, September 5, 2018

There are few experiences in a couple’s life more exciting than welcoming a baby into the world. Children provide a wonderful new light in your life. They help round out your feelings of purpose and meaning. They (might) bring...

 

Friday, August 31, 2018

If you’ve never bought a home before or are shopping with your significant other for the first time, the prospect of everything that has to be done ahead of time can be a little overwhelming. If you aren’t where to start or...

 

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Wednesday, August 29, 2018

I’m often asked by potential clients when they first approach us for financial planning advice, what my thoughts are on consolidating assets from multiple advisors to one advisor. Contrary to what you might have read about...

 

Wednesday, August 22, 2018

Empower Yourself by Recognizing Your Freedom to Choose “When we are no longer able to change a situation, we are challenged to change ourselves.” Viktor Frankl We may not always be able to control the circumstances of a...

 

Wednesday, August 15, 2018

Are you recently engaged or newly married? Congratulations! This is an exciting time in your life and it is also one of significant transition. There are many things that need to be considered or updated when you are combining your...

 

Tuesday, July 31, 2018

Have you ever taken a vacation with your friends and put it on a credit card – promising to pay it off later? Did you pay it off later? If you’re like many of my clients, the answer to these questions is often Yes and No,...

 

Monday, July 30, 2018

Do you feel “at home” in your home? Your home is often the biggest financial purchase you’ll ever make. But is it also giving you the emotional payoffs you hope for? Your home is an important part of your financial...

 

Monday, July 23, 2018

A Simple Plan to Achieve More in Life and Feel Good About the Results We tend to overestimate what we can accomplish in the short-term and underestimate what we can accomplish in the long-term. The frustration that results is one big...

 

Monday, July 16, 2018

Finance and Family – Why so taboo? Although it is a something that is used every day by people across the country, money remains a controversial topic among American families. It is often even considered...

 

Tuesday, July 10, 2018

In a recent survey of 12,000 workers worldwide conducted by the Energy Project, only 50% of respondents found meaning in their jobs (1). Imagine spending 40 hours a week doing meaningless work. It’s soul-sucking, but it...

 

Wednesday, May 16, 2018

A Common Scenario. A busy 40- to 50-hour work week, kids that need shuttling to and from school and extracurriculars … and a gradually decreasing metabolism. Sound familiar? Young, working couples with no kids may have more...

 

Wednesday, May 9, 2018

Should I Sacrifice My Retirement to Support My Children? Most parents will say that they want to help their children as much as they can and give them every advantage. But what if “every advantage” comes at the expense of...

 

Wednesday, May 2, 2018

A hammock on the beach. Your favorite chair in the living room. Waking up when you feel like it. A blank calendar. Doing what you want when you want. Doing nothing if that’s how you feel that day. After a lifetime of working 40...

 

Tuesday, April 10, 2018

Does investing strike “fear” in you? We once heard somebody say the word “fear” stands for “False Evidence Appearing Real.” That seems to apply to investing. Here’s why. The stock market makes...

 

Thursday, March 29, 2018

Most people consider insurance an important part of their financial plan. But do you also have an insurance philosophy that you use to determine exactly how much coverage you need? By the way, people often tell me they...

 

Tuesday, March 6, 2018

Many studies have shown that charitable giving provides greater happiness than buying more stuff. Eventually, you get used to your fancy new car, and the enjoyment it provides goes down. But giving forges feelings of connectedness and...

 

Friday, February 16, 2018

Spending: What to Do When You and Your Spouse are NOT on the Same Page? Most married couples take a “divide and conquer” approach to household tasks and chores. One spouse might handle weekly shopping, the other might...

 

Tuesday, January 30, 2018

Check out our winter Perspectives today, including tips on safeguarding your credit, making and sticking to your financial resolutions, and vacation destinations! Click here for the full magazine!

 

Wednesday, January 24, 2018

“The only money that’s really yours is the money you spend. Everything else goes to somebody else.” Teddy Chafolious That piggy bank we remember from childhood wasn’t just a place to store our birthday money...

 

Thursday, January 18, 2018

Debt: What’s Your Story and How Do You Feel About It? In a recent study, half of Americans said their expenses are equal to or greater than their income. 1 Revolving credit, particularly credit cards, is an increasingly...

 

Wednesday, October 18, 2017

Check out our fall Perspectives today, including tips on health, reducing stress, and seasonal foods! Click here for the full magazine!

 

Wednesday, October 11, 2017

 

Thursday, October 5, 2017

Fall is here! The season of changing leaves, cooler temperatures, and fun fall holidays – like Halloween and Thanksgiving – are coming up soon. Here are 6 ways to enjoy all those fall activities without breaking the bank!...

 

Friday, August 11, 2017

Do you have a down payment? Putting at least 20% down is ideal. It avoids the need to purchase mortgage insurance and communicates to the seller that your finances are strong. If you don’t have 20%, there are programs for...

 

Monday, July 31, 2017

Our 2017 Spring Newsletter is here, and we can’t wait to share it with you. The common trend for this time of year is spring-cleaning, which isn’t always fun but sometimes necessary. The end result can make you feel so...

 

Thursday, July 27, 2017

 

Monday, July 17, 2017

No matter what generation you are a member of – Baby Boomers, Gen X, Millennial, or Gen Z – I have some free, basic financial advice that will serve you well. “Spend less, save more, and don’t do anything stupid...

 

Wednesday, July 12, 2017

It’s every parent’s worst nightmare: the unexpected phone call telling you that your child has been in a serious accident and is in the hospital. Frantic, you prepare to leave to be with your child as you call the hospital...

 

Tuesday, July 11, 2017

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Monday, July 10, 2017

An important part of your retirement plan is a discussion of the benefits of working, regardless of age. Retirement is no longer an event––it is a segue into an altered definition of life as you know it. One definition of...

 

Wednesday, June 21, 2017

When it comes to investing, the current standard of return on investment (ROI) can be self-limiting, adding pressure that is counterproductive. So much of ROI is not within our control. We can diversify investments––always...

 

Monday, June 12, 2017

 

Monday, May 22, 2017

Networking has, over the past couple of decades, become something of a buzzword. It’s schmoozing with less emphasis on selling something, and it’s socializing with a professional slant. Sometimes it’s fun, and...