Nobody wants to spend their hard-earned vacation stressing about every single purchase. But coming home over budget can cause you financial headaches long after the tan lines have faded. Traveling with large sums of cash isn’t always safe or practical, making the envelope strategy difficult to employ. Using a debit or credit card is the…
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Starting today, most of the people you know have made a commitment to themselves to start getting healthy. Outside of eating healthy Monday through Thursday only to blow it on Friday through Sunday consistently every week, I am mostly unqualified to give advice about getting in shape. But, I do know that stress can be…
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January is traditionally known as the time for new beginnings. We rarely talk about February for what it is—the beginning of the end of new beginnings. As the new year unfolds, it becomes easy to slip back into old habits. This is especially true for financial resolutions. If you have big plans for your finances…
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When we talk about retirement, it exists in one of two contexts; either we are planning for retirement or we are enjoying retirement. The context we don’t talk about—and the reason a financial planner can be helpful—is the actual act of retirement. There is a window, ideally at least six months prior to your retirement…
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Do you remember the first piece of advice you received regarding money? Chances are you don’t remember the words explicitly but it probably impacted you in some way and likely continues to influence you today. When we are young, we internalize the words of the older mentors in our lives. I love this idea of…
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0% interest on financing means free money! Or does it? I saw a motivational coffee mug the other day that read “Don’t settle for good enough.” As the mug sat there on the shelf like a ceramic John Maxwell, it struck me how important this message really is to investors. When we work with clients…
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