Lifestyle
Set Yourself Up For Investing Success (Even If You’re Not Ready To Start Yet)
If you’re not taking steps toward planning for your future, you may be shocked to learn that you’re already wasting valuable time. It’s never too early to start investing, but it’s also to easy to become complacent if you feel you’re not quite ready to make that big step quite yet. While you are…
Read MoreWhat You Need to Know About Property and Casualty Insurance (Before It’s Too Late)
Some people do not put insurance high on their priority list. For some, insurance is the first to get either cut down or eliminated entirely if finances get tight. But that is not a decision to be made without fully understanding the implications. You need to think of insurance as your safety net for when…
Read MoreProtecting Your Financial Information
Protecting your financial information is always a top priority for us. The Internal Revenue Service (IRS) recently reminded us that tax-related scams are still pervasive. I believe you can never be too careful when it comes to protecting your information privacy. Here are some suggestions for thinking ahead of potential scams: Never share…
Read MoreRetiring Misconceptions & Concerns About Your Golden Years
Recently, I ran across a list of frequently asked questions about retirement that I found a little bit alarming. Two of the questions that really struck me centered around whether or not retirement causes depression and whether or not retirement can ruin your marriage. I spend much of my day talking with clients about their…
Read MoreWhy You Need a (New) Financial Advisor for Your Divorce
No matter who you are, divorce is an incredibly upsetting and often disruptive and destructive life experience to have to go through. Depending on your situation, there may be so many different facets to your split that it can seem more than a little overwhelming. While most people going through a divorce are quick to…
Read MoreFinding Balance Before Retirement
It seems that everywhere you turn today, you hear social leaders and lifestyle coaches proclaiming how you, too, can begin to lead the life you’ve always dreamed of by working hard, investing your funds and practicing frugal habits. All of this is geared towards the goal of retiring at a previously unheard of age. Examples…
Read MoreThe 12 Budget Tips of Christmas
Does the thought of making it through the holiday season give you a little anxiety about your budget? You’re not alone. Spending has become synonymous with the Christmas and holiday season. According to a report from USA Today, retail store sales in the United States rose over 4.9% in the holiday season of 2017, which…
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