When it comes to medical expenses, the amount we spend each year feels pretty out of… [Read More]
Choosing a Financial Advisor
Full disclosure: I am a financial advisor. I’m also the owner of a firm whose business… [Read More]
Is This a Bad Time to Buy a Home?
If you’re in the market for a new home, you’ve undoubtedly experienced the frustration of what… [Read More]
Budgets vs. Spending Forensics — Which is Right for You?
Another new year is upon us, and as bizarre and surreal as the last two years… [Read More]
Why You Need Access to a Vault
One of the biggest hassles at tax time can be gathering and organizing all the tax… [Read More]
What is Financial Planning?
In our experience as a financial planners, we’ve found many people are confused about what financial… [Read More]
What Money Mistakes Are You Making?
Everyone makes mistakes with money. As financial advisors, we are often asked what top money mistakes… [Read More]
How Much Do You Really Spend Each Month?
Most of us budget for our “planned” expenses but don’t do a good job of contemplating… [Read More]