Posted by & filed under Investments.

Whenever people talk investing, one of the main topics that comes up is returns. How much money will investments make over time? Higher returns = better investments, right? But here’s what is often missed: How much does it all cost? Of course, returns matter, but if fees and expenses are eating up a large portion Read More

Posted by & filed under Budgeting, Financial Planning.

Already have a baby on the way? Thinking about starting a family soon? Congrats! Adding a baby to your family is exciting, overwhelming, stressful, draining, and thrilling, all wrapped up into one. There’s a ton of stuff to think about. While those baby books and parenting articles are full of tips on getting your newborn Read More

Posted by & filed under Budgeting, Financial Planning.

Ever had your car break down, been forced to do a major home renovation, or suddenly lost your job? If your answer is no, consider yourself super lucky. Unexpected things happen in life all the time. Planning ahead for the unexpected will make the stress of handling those emergencies easier to swallow. We’re talking emergency Read More

Posted by & filed under Financial Planning.

Do you remember the first time you tried to cook something from scratch? You tracked down a recipe, grabbed the ingredients, mixed and stirred, waited for the timer to go off, and voila! Your fancy new dish was done.   So why is a financial planning firm blogging about cooking, you ask? Because, you guys, Read More

Posted by & filed under Financial Planning, Homeownership, Loans.

Ah, homeownership. There’s so much to think about! First, a few things to keep in mind: This isn’t an anti-homeownership post. In fact, buying a house can be an excellent financial goal to accomplish. It can also be one of the biggest financial mistakes out there. Knowing what you’re really getting into is the best Read More