Budgeting works best when it becomes a regular routine. It can be hard at first, but knowing where your money goes is a critical part of understanding your complete financial picture. Here are a few tips to think about when creating and managing your budget.
Posts by Chad Smith
Five Things to Know Before Exercising Your Stock Options
The stock market rise has put stock options front and center. Just like in previous booms, companies are trying to attract talented workers by granting them an option to buy…
A Financial Planner’s Estate Planning Journey
Planning for your demise ranks up there with enjoying a root canal. Even for financial planners, making decisions surrounding our own passing is challenging. Maybe you’ve experienced a similar situation in…
Why You Should Use a Health Savings Account
HSA. For some, those letters look like the word “has” that was missed on the auto spell check. Actually, it stands for a health savings account and is a tax triple threat.…
What Are You Waiting For?
Maybe you’ve heard people express fearful thoughts about how and when to invest. Maybe you’ve even expressed this thought yourself recently: “I know we are holding too much cash in…
Inheritance – 3 Steps to Handle the Details
You find out you’re receiving an inheritance and the first thing that comes to mind is – What next? Inheritances can provide incredible flexibility but without effective financial planning, you…
Top 4 Must Reads for February
We have an all-star lineup this month. All four of these pieces are entertaining and thoughtful ways to spend your internet reading this month. Enjoy: The Biggest Threat To…
Top 4 Must Reads for January
Emotions Count: The Brain Chemistry Behind Investing – I’m sure most of us remember the powerful ad in the 80’s claiming “This is your brain on drugs.” This article…
Is Can I Retire Early the Right Question?
If you only had a quarter for all the times you’ve wondered if you could retire early. Wait, in that case there would be no need to worry. For the…
Top 4 Must Reads for December
As we enter a new year, this month’s edition features a few excellent stories about how to better execute the goals you may be setting for 2015. We also included…
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