Sometimes it’s difficult to pinpoint what influences us. We might be persuaded to think or act a certain way due to what we view on television, what we see on […]
Is Buying a Home a Good Investment? (A Financial Advisor’s Perspective)
For decades, the American dream has involved owning a home, or maybe even two homes. It has been something to strive for, and a marker of success. However, as of […]
Dream Big (Why Not?)
When we were young, it seemed to take forever for things to happen. We would wait and wait for Christmas to come around, or for our birthdays to arrive. We […]
Wealth Goes Beyond Money
The old saying, “Money can’t buy happiness” is much too simplified and not necessarily true. Money is an essential component of stability, and stability does help to create happiness by […]
5 Ways to Cut Spending (and Overconsumption)
Today, it is more tempting than ever to spend our hard-earned dollars. We are bombarded with advertisements on social media and TV. We see influencers touting the latest gadget, outfit, […]
Hope for the Holidays
We’ve reached the end of another year, and what a year it has been! Although 2023 wasn’t a perfect year (what year is?), it contained many positive events, innovations, people, […]
5 Smart Uses for Your End-of-Year Bonus
For many people, the end of the year is a time for annual bonuses. That little bump in pay is always exciting, and it can prompt daydreams about vacations, a […]
4 Reasons to Talk Finances with Family
You’ve probably heard something along the lines of “If you want to get along with others, don’t talk about politics or religion.” For most people, a third topic could be […]
Grateful for Purpose
Although the holidays can, at times, be sheer chaos, they are also (hopefully) a time of reflection and gratitude. We’ve all probably endured a few struggles over the past year, […]
Budgeting for Fall: 4 Considerations
Each season comes with its own set of joys and difficulties, and fall is no different. Kids may (or may not) be excited for the school year. We may (or […]