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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... Read More
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... Read More
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... Read More
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... Read More
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... Read More
Ways to Show Your High School Student You Love Them This Valentine’s Day Your kids might be past the “teddy bear and candy hearts” phase for Valentine’s Day... Read More
Whether you have more money than you need, or are struggling each month to get by, recognizing the stress money plays in our lives is the first step to... Read More
1. Don’t ever miss a payment The easiest way to do this is to setup automatic payments or payment reminders through your bank or credit card. 2. Pay down... Read More
One of the exercises I do with all my clients is to have them imagine what their lives look like five or ten years from now, and how that... Read More
My younger son is pretty active and remarkably tough. His older brother is too, but the younger is that kind of little brother who always wants to play... Read More
You'll get the most value from financial planning if your specific goals and needs match a firm's philosophy and services. Let's learn more about each other.
