Trick or Creep: What’s lurking behind your lavish lifestyle?
Many of us experience this phenomena and don’t even realize it. Basically, lifestyle creep pertains to how our style...
What Credit Card Debt Can Tell You About Yourself
You can tell a lot about a person by their finances. Usually, I look at ones assets and make...
Your Savings Assessment Test [Where do you Score?]
Many of us like to get a sense for our place in the world. This sense comes in different...
6 Hacks to Automate Your Financial Life
Life can be a little hectic, so I’ve created 6 hacks to help you automate your financial life and get...
The 4 Levers of Financial Planning
Financial Planning can be very complicated. To help everyone I work with, I'm always trying to simplify the...
529 Plans – A Great Way to Invest in Your Child or Grandchild’s Future
Many of our clients with children, or grandchildren, are having the same concern; how do I save for their college?
Financial Planning Tips for the Twenty Somethings
Unfortunately, I've noticed a disturbing trend: the lack of financial literacy amongst adults. People need some financial foundations in place...
The 1% No One Seems to Care About
If I had a dollar for every time a client showed me an array of savings accounts at multiple institutions,...
Healthcare Savings Accounts: Financial Planning’s Best Kept Secret
Healthcare Savings Accounts (HSA) are often misunderstood and very much underutilized. So how do they work? And, what the heck...
To Roth Ira, or Not, to Save Income Tax
The world is full of great questions. Some can’t be answered: what was first, the chicken or the egg?...
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