With October being National financial planning month, we thought now was a better time than any to discuss just how crucial a financial plan is to your financial and personal goals. That said, it’s also the beginning of the year’s final quarter, and the end…
Why We Continue Fighting to End Alzheimers As many of you know, it’s around this time of year when we start raising additional awareness and funds for our annual walk to end Alzheimer’s. Not only is this a cause that some of us feel passionately…
How to Navigate the Age of Internet Scams and Identity Theft Protecting your money and identity has come a long way since the days when you bought groceries with a check that had your name, birthdate, Social Security number, and address printed on it. But,…
Markets rarely give us clear skies, and there are always threats to watch for on the horizon, but the right preparation, context, and support can help us navigate anything that may lie ahead. So far, this year hasn’t seen a full-blown crisis like 2008–2009 or…
A Letter to Our Clients We wanted to take a moment to address some of the stress you may be experiencing due to what we’re currently seeing in the markets. Please know that fluctuations similar to this are normal and that your financial plan was…
Remembering Memorial Day Many of us look forward to Memorial Day as we look forward to any other Holiday. It often means a day off of work, barbecue cookouts, family and friend events, traveling, and the start of good weather for the summer months. But…
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…