Saving/Spending
25 May 2017 This year’s advice for HS and College Grads
Posted
It’s that time of year for high school and college graduates - a new phase awaits. It’s called a job. Transition to the workplace is one of the most difficult tasks many high school and college graduates face this time of year....
11 May 2017 2 Financial Principles to Help you Survive Any Life Transition
Posted
Major life transitions, such as moving to a new city, becoming a parent, retiring, graduating from college or changing jobs, can be an exciting and invigorating part of life. Yet transitions, even happy ones, can be stressful and bring up mixed feelings, as well as...
10 May 2017 Doing the Flip: Saver to Retirement Spender
Posted
One of the biggest transitions in life is to go from worker to retiree, or from saver to spender (call it decumulation or spend downer if you like). Today I’m addressing an issue faced by those who have managed to save through most or all...
02 May 2017 3 Money Tips for a New Graduate
Posted
Spring is my favorite time of the year. We become more active with outside activities, start to travel and of course our expenditures increase. The month of May also means graduations and new beginnings for many young adults. I want to share with you the...
26 Apr 2017 Financial Detox
Posted
I am sure when you hear word “Detox,” you automatically think of diet and cleansing your body and mind. No argument here. All of these are practices are very much needed. However, today I would like to focus on our finances. Guess what? Your money...
27 Mar 2017 Goals Are Important
Posted
We are in the goal business. Helping people define, refine and achieve their financial goals. What does it take to achieve and surpass financial goals?...