Budgeting
Regardless of what stage in life you might be in, budgeting is an important aspect of every financial plan. There are many budgeting apps and online budgeting tools on the market today. It can be hard to know which ones you should try, what the benefits of paying for one are, or if you should try to utilize a free tool that works well. Check out these posts to learn more about budgeting.
The Enemy of a Good Plan is the Dream of a Perfect Plan
The past year hasn’t been easy on any of us. Those who have retirement plans in place have likely seen them take a hit and are struggling to avoid making emotional decisions that will impact their plans even further. And those who have not yet put a solid retirement...
How Your Financial Advisor Can Help You Grow Instead of Mold
Most people are familiar with the quote “When you stop growing you start dying” by influential author William S. Burroughs. This is a quote that I’ve lived my life by, though I tend to tweak it a bit and switch out ‘dying’ with ‘molding’. When you’re not constantly...
Money Management for Couples: Do I Share Details of My Estate Plan?
The topic of money is usually a loaded one for couple clients I work with. Sometimes, money issues just cause minor disagreements, while other times, they can build up into huge communication barriers and even lead to divorce. When I work with my couple clients, I...
Money Management for Couples: How to Discuss Money without Fighting
Almost everyone knows that money and finance issues is one of the most common causes of divorce in our country. Because finances are such a minefield for many couples, they often avoid talking about it and just hope that everything will work out. As the divorce...