Financial Checkup – 12 Steps to your Financial Health in 2015
It is a New Year and time to give your finances a personal checkup! See the list of items below that should be done at the beginning of each year:…
Take Charge of your Finances
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…
I Would Like to Gift Money to My Child or Grandchild
Around this time of year, we often have clients who find themselves in the giving spirit of Christmas. Along with increased charitable giving, clients will start thinking about gifts that…
Holiday Scams to Avoid
This time of year is very common for scams and identity theft to occur. A recent article by USA Today, discusses 6 holiday scams to be aware of that are…
6 Times You Should Use a Credit Card Instead of a Debit Card
Many people are using debit cards instead of credit cards in order to avoid debt. However, if you pay off your balance every month, credit cards have some important benefits…
What I Was Reminded of by Taking My Daughter on a Date
I was fortunate to take my daughter to her first college basketball game recently. Once she knew we would be going, her anticipation was hard to control. On the morning…
Think You’re Ready to Buy Your First Home? Think Again…
Having just started my career, I look forward to the day that I am in the financial position to be able to sign the contract and be handed the keys…
Determining Your Asset Allocation
In a previous post we noted that the research on Gamma identifies 5 financial planning strategies that add to retirement income. The first of these is Total Wealth Asset Allocation. …
6 Shopping Mistakes to Avoid This Holiday Season
With the holiday season quickly approaching, it will soon be time to start shopping for the perfect gifts for your family and friends. During this time, it’s important to take…
Download our 5 Questions to Ask Your Financial Advisor eBook
We break down some of the most important questions we are asked on a regular basis.