Financial Literacy is Essential Did you know that despite the fact that most of our days revolve around money in some way or another, less than half of the states in our country require High School or College students to take a course on personal…
Recognizing Our Impact Lately, in our office, the subject of intentions and the effects of a person, place, or even experience has been a topic of discussion. There’s a power that we all have inside of us to influence the people around us. Whether that’s…
We Have to Start Talking About Money Money is emotional and has a unique ability to leave us feeling vulnerable. Many of us are taught early on that it’s a topic- similar to politics or religion that you should avoid talking about at the dinner…
January Resolutions January often brings up feelings of obligation to create and stick to resolutions for the year; often, these include financial considerations that we feel need some improvement. While we try to avoid the practice of setting unrealistic goals, we believe that the beginning…
Finding Gratitude When it Matters Most Gratitude is the quality of being thankful. It’s a feeling, but one that sometimes doesn’t come as easily as others. Gratitude doesn’t come to us naturally, as much as we wish it would. It requires a conscientious choice…
Embracing Fall’s Transitions As we have officially entered the Fall season, and in turn, the beginning of the fourth quarter of 2021. We thought that now was a better time than any to take the time and reflect on where we’re at personally and financially….
Five Things to Think About as you Weigh Your Social Security Options Deciding when to claim your social security benefits is not only a big decision but a personal one. After all, it’s likely you have been paying into Social Security for decades, and now…
The Delta Variant and the Markets As the COVD-19 pandemic continues into its next phase, it’s natural to be a little nervous. But now is not the time for panic. Here’s why. With the Delta variant of COVID running rampant, how does another looming…
As July comes to an end, we wanted to take a quick look with you at where the markets might be heading for the rest of the year. While we can use history as a guide, let’s also acknowledge that past performance is no…
One of the best parts of our job is being a part of our client’s life journeys. Even better is when they allow us to share their story with you all. A special client of ours took it even further by asking us if he…