As working parents, we can sometimes feel like our lives are out of control. Our schedules are jam packed with work meetings, soccer practice, dance classes, doctor’s appointments…and maybe even […]
Retirement: Deciding where to land
We’ve all heard of that adventurous couple who plans to retire, buy an RV, and travel around the country. Or that couple who bought a sail boat and plans on […]
4 Ways to Keep College Debt to a Minimum
Buying a house, purchasing a new car, having a child—these are all major life decisions which we shouldn’t take lightly. They can have a profound impact on our lives, as […]
A tough conversation: Is a four-year college appropriate for everyone?
Today, it’s almost a given. You need some kind of higher education to even be considered for many jobs. But are we setting an artificially high bar? And does […]
Play Vs. Savings: What will you do with your tax refund?
It’s tax season. For some folks, that means a significant refund is heading their way. When we find ourselves with a little extra cash on hand, it’s tempting to spend […]
Bigger Than a Resolution
It’s the New Year! It’s the time of the “clean slate.” This is when we can mentally start over and vow to make better, healthier decisions in our lives. Many […]
The Season of Giving Back
Happy holidays! This is a special time of year. A time for reflection and renewal. A time to enjoy the company of family and friends. If you’re a regular reader […]
Why are you staying in your “bad job?”
Since I am a financial planner, it might surprise you to hear that I DON’T think money is everything. Yes, it’s important and financial freedom is one of the three […]
Rethink Your Emergency Fund
Unfortunately, many people seek guidance from a financial planner when they are struck by a crisis. Maybe their home has been damaged by a storm or they just accumulated some […]
Tracking Your Spending
One of the most important things you can do to improve your personal financial habits is to track your spending. If you’re considering a financial overhaul (as I discussed in […]