For most people, steady, ongoing work is the foundation of their wealth. Career success and a good salary, or building and growing your own business, is the means to a lifestyle you enjoy now and the promise of a stable financial future. For others, an inheritance, a windfall from an investment or employee stock, selling […]
Category: Family
Why should I keep money in an emergency savings fund?
Have you ever experienced an emergency where you needed to spend money that you hadn’t planned to spend? That’s where your emergency fund comes in! Depending on your goals, it is important to save and invest for the future, but also, you will want to keep some of your money in cash in case you […]
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Educate your Kids to be Money-Smart
It’s not about how much money you have to pass on to your kids – it’s about education and conversation from a young age. We know that parents in their 30s and 40s lead busy lives. Just as it’s important to have money conversations with each other, teaching your children about money can help them […]
Financial Planning for Women Is About Flexibility and Balance
For women in their 30s and 40s, having a career and a family is a big part of their life. Motherhood looks a lot different now, as women have more choices at every step. Having a career, delaying motherhood, and putting a career on hold to be a primary caregiver to kids (or others) are […]
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Having Money Conversations with Your Partner
Money is personal to each of us and deeply related to our histories, childhoods, fears, and dreams of success. For most couples, sharing finances at some point becomes necessary and desirable. So how do you successfully combine finances in a way that protects each person and lets you move ahead together? It starts with good […]
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Financial Fitness – Mid-Year 2022 Check-In
Summer is here! Kids are out of school and all the vacation planning is coming to fruition. It can be a good idea to take stock of your financial picture and make updates where necessary. Below are a few things to consider to keep your plan in shape. We’ve talked about them before, but it’s […]
The Mid-Point of Your Career: Creating Options in Life and Work
Reaching the mid-point of your career isn’t like getting your first high-paying job or the last few years before retirement. Those milestones track closely to age, with the first big job coming in your twenties and retirement happening in your late 50s or early 60s. The mid-point is different. It lasts a lot longer – […]
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The New Value of Advice: A Holistic Approach for Everyone
In the 20th century, as the “pay for product” model took root and flourished, financial advice became all about asset selection, except for the very wealthy with enough assets to command personalized, holistic advice as an additional service. With the rise of the fiduciary, fee-only model, a new wave of service offerings and client relationships […]
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Financial Planning for the Early Stage of Your Career
Getting to that point in your career where you’re finally making real money is a reason for celebration. Whether from getting the job you went to school all those years for, working your way up to more responsibility, or getting a significant annual bonus, having more income is a great feeling. Besides more income for […]
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Managing Family Finances in your 30s and 40s
My definition of family financial planning is meeting your family’s everyday expenses, handling unexpected bills, saving for the future, and having fun! It can put you in control of your money and helps you avoid stress and feel more secure. I will say, though, it’s not always easy. But there is help! Financial planners like […]
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