Category: General Financial Planning
The Five Stages of a Career Change
Most people are familiar with the five stages of grief. It’s often referenced by mental health professionals, and unfortunately, many of us have experienced these...
Stop Spending Your HSA Dollars
When it comes to medical expenses, the amount we spend each year feels pretty out of our control. We can’t just choose to avoid sickness...
Choosing a Financial Advisor
Full disclosure: I am a financial advisor. I’m also the owner of a firm whose business success is predicated on consumers choosing to pay us...
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 realestate professionals call a “seller’s market.” By May, Zillow...
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 have been, Jan. 1 always inspires resolutions. Habits related...
Why You Need Access to a Vault
One of the biggest hassles at tax time can be gathering and organizing all the tax documents to give to your CPA. But what if...
What is Financial Planning?
In our experience as a financial planners, we’ve found many people are confused about what financial planning really means. This confusion can cause individuals to...
What Money Mistakes Are You Making?
Everyone makes mistakes with money. As financial advisors, we are often asked what top money mistakes we witness. While many might expect us to expand...
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 that one-off splurge or the unexpected. What to do?
