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 […]
Read More… from You are on track to reach your goals, but are you optimized?
Key Words: Plan, Plan, Plan! Note: We are not paid or compensated in any way to promote services or products. Our blogs are intended to be helpful for for readers to make the best decisions for them. Before going on a trip, I usually come up with a basic plan covering where I want to […]
Read More… from Traveling on a Budget? Here is what you should know!
The holiday travel season is approaching quickly. You might already know that I’m always up for a winter getaway that involves as much skiing as possible, and through the years I’ve honed some strategies and tips for how to maximize your dollars on holiday travel and minimize spending as much as possible. This is the […]
This week I was reminded of a time when I was paralyzed by student loan debt and high rent. At that point in my life I felt like I couldn’t spend money on anything. How was I going to manage this debt and still do the things I love to do? Let’s be honest, I […]
Whether you are visiting family, friends, or taking a solo trip, be sure to plan ahead. I’m not saying you should have every minute of every day planned out, so here are my top three tips for your summer vacation: Make an overall budget. How much are you willing (or can you afford) to spend […]
Being wealthy is not a criteria. All too often I talk with young professionals who tell me they would love to do some financial planning once they payoff their debt or have some savings built up. Despite the common misconception, being debt free or wealthy is not a prerequisite for Financial Planning. Financial Planning is […]
