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How To Manage Competing Financial Goals

70% of wealthy millennial families are prioritizing college funds as opposed to retirement savings. This study by Personal Capital also found that 64% of the participants with children said their kids expected them to pay for college. There is increasing pressure for parents to pay for their child’s education, but the cost of such an […]

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What Is Financial Planning?

When you hear the words financial planning, what do you think of? Probably some form of high level investing and portfolio management. And while this is an aspect of financial planning, there are so many other services and procedures designed to optimize the entirety of your financial landscape. Financial planning is a comprehensive practice that […]

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The Psychology of Retirement

We spend a huge portion of our careers and saving efforts preparing for when we leave our jobs behind and take the leap into retirement. There’s always a worry that we won’t have enough saved, or the market will take a turn and we’ll end up broke. Even in the media, the most popular retirement-related […]

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No Fights: Marriage and Money Survival Skills

One of my favorite aspects of working with a new financial planning client is seeing how the person handles their money, and that goes doubly so for a married (or long-partnered) couple. It’s always interesting to see what relationship skills related to money evolve over time, and conversely what doesn’t evolve or get better.   […]

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How Do I Cover My Child with Health Insurance Until They Get a Job?

Whether your child is going off to college this fall or graduating in the spring, you’ve likely considered how you can make sure they get proper health insurance. Although most young adults don’t prioritize having access to healthcare, they also don’t know the cost of a trip to the urgent care clinic for a strep […]

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