Financial conversations with your partner can bring a whole new complexity to any relationship. They can be uncomfortable, awkward, scary even. But it’s incredibly important to lay it all out there and get on the same page. Why? Because financial troubles are a big reason why many relationships fall apart. The dynamics get even more Read More
Do you daydream about leaving your nine-to-five sooner rather than later in life? Retiring early is becoming an extremely common financial goal. People want the freedom and flexibility well before their golden years. Others are simply striving for ultimate financial independence – working because they want to, not because they depend on the income. Traditional Read More
Happy summer! As the first half of 2019 ends, take a step back and see how far you’ve come this year. Mid-year is the perfect time to reevaluate and refocus on your annual financial goals. A lot of questions have come our way lately about saving money, particularly for big life milestones. Here’s a recap Read More
We all know life can throw the unexpected our way sometimes. The goal is to have the financial flexibility to be able to successfully navigate those situations. Here are a few of our favorite quotes to inspire you to give your financial resilience a leg up:
Does this awkward conversation sound familiar? You bring up some financial issue you’ve been grappling with lately to an older friend or family member. Maybe you want to get it off your chest. Maybe you’d like a little bit of emotional support. Maybe you’re just making small talk. Whatever the reason, you regret the decision Read More
Spring is finally in the air! Believe it or not, the first three months of 2019 are already coming to a close. Have you been keeping up with your financial goals so far this year? Remember it’s never too late to make improvements to your overall financial wellbeing. In case you’ve been busy with all Read More
Money impacts every life choice we make. Where we live, what we wear, the career we have, what we do with our free time, even what food we eat – money is a part of it all. Which means how you make your financial decisions is very important. For many day-to-day choices, you can simply Read More
Looking for a bit of quotable inspiration to help achieve your financial goals this year? Look no further! Here are a few of our favorites:
The splurge question comes my way quite often. Not always about a boat of course. Sometimes it’s a luxury car, a home renovation, the vacation of a lifetime, a second property, a shopping spree, or something else entirely. When clients ask me if they can afford to splurge on something, I always give the same Read More
Happy New Year to all! We hope you had a truly wonderful holiday season. With all the celebrating going on, you may have gotten a bit behind on the personal finance happenings. No worries! Here’s a look back at what we’ve been focusing on: October: Planning ahead for life’s unpredictability: Unexpected things in life happen Read More
