Life, Money, & Toys
The other day I was driving in the car with my kids when my son asked me, “Mommy, why does it take you and Daddy so long to get me…
Take Charge of your Finances
The Best Advice Your Parents Ever Gave You
What is the best advice your parents gave you? There’s probably a long list to pick from – good and bad. But now that I have my own children, much of…
The Best Laid Plans
I have been thinking a lot lately about the plans we make and unforeseen events that throw a wrench in those plans. This played out recently in my family. My…
How Budgeting Can Make You Rich
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.
Fighting Elderly Fraud
There are a staggering number of financial scams in our society, and many are aimed toward taking advantage of the elderly. If you are senior citizen or have a loved…
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…
Take Control of Your Taxes
With April 15th now behind us, were you surprised by a large amount owed or a large refund? In some cases large amounts owed or refunded are a result of…
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.…
Lessons from The Millionaire Next Door
Are people with a big house or fancy car wealthy? Many would say yes, but the best-selling book, The Millionaire Next Door, written by Thomas J. Stanley and William D.…
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We break down some of the most important questions we are asked on a regular basis.