Financial planning that focuses on your goals and helps you achieve flexibility in your journey is critical at the mid-point of your career. It’s how you build a plan to help you realize the lifestyle you want now while keeping longer-term achievements on track! Staying on top of your career earnings by regularly benchmarking your […]
Category: retirement
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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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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Women’s History Month: A Celebration of Women’s Financial Milestones
Women’s History Month is celebrated globally in March. It started over 100 years ago as a labor movement when women workers in the needle trades began to demand fair wages and workplace limits and protections. Women did not have the right to vote, so to effect change and call attention to the cause, they organized […]
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You are on track to reach your goals, but are you optimized?
This month we are starting discussions with our clients for 2022 planning. Part of this discussion is optimizing for this year. Many are on track to achieve their financial goals. Heading into the last quarter of the year, we want to review the details of their plan to support these goals. Here are a […]
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Talking Taxes – What Can You Still do this Year?
As 2018 starts winding to a close, and the holidays start racing toward us, it’s a good time to stop and take stock of how you’ve set yourself up for the 2018 tax season—and if there’s any way you can help maximize your potential tax savings for the year. (And if making any changes in […]
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Where to stash your extra cash
Where to stash your extra cash It’s a dream scenario: You wake up one day, and a windfall enters your life. That tax refund lands, an inheritance shows up at your doorstep … or maybe you’ve finally scored that promotion you’ve been working for — or have found a nice side hustle that will boost […]
Can you (should you?) contribute to your IRA for 2016?
When asking myself this question, I think about my life today. I just returned from an amazing trip to Jackson, Wyoming and Teton Valley, Idaho. As I was high in the mountains skinning 2,000 vertical feet in half a day, I took in the scenic, snowy landscape and thought about how lucky I am to […]
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