Financial uncertainty is one of the biggest life stresses in the U.S. these days. Living paycheck to paycheck, grappling with student loans, managing credit card debt, scrambling to cover unexpected expenses…the list goes on and on. These worries impact lots of people from all income levels. In fact, many high earning Americans are living just Read More
Posts Categorized: Financial Planning
#Trending (Part 3): The top financial topics of 2017
Let’s finish this year off strong with the last trending financial topics of 2017: September: Natural disasters – The financial side The U.S. is already facing an unprecedented hurricane season this year. What are the financial impacts of these natural disasters? Residents in affected areas can have a very hard time getting back on their feet. Read More
#Trending (Part 2): The top financial topics of 2017
Let’s keep on going! On to the next big topics to look back on from this year: May: Financial planning is about more than just your net worth. Really, it’s true! The big misconception out there about financial planning is that it’s only for folks who have lots of money. That’s just not the case. Read More
#Trending (Part 1): The top financial topics of 2017
As 2017 comes to a close, we’re taking a bit of time to look back at the top financial topics throughout the year. It’s been a busy one for sure! So grab a cup of coffee, get comfy, and have a little financial learning fun before the New Year is upon us. Here’s what’s been Read More
Newlywed goals: Five steps for getting financially organized with your new spouse
It’s a story we hear quite often from newlyweds. One person is ready get their financial lives in order after the wedding, and the other just isn’t all that interested. It’s an awkward position to be in for sure, particularly when you’re working to combine everything else in your new married life. So how do Read More
Investments 101: The skinny on investing
A lot of people hear the word “investing” and their eyes glaze over. They think: “That’s way too complicated”, or “That’s something only wealthy old people do.” Others just have too much going on in their day to day lives to even begin to consider it in the first place. We’re trying to change that. Read More
Entrepreneur vs. employee: Three big differences in your personal finances
There are two groups of people in the professional world. You have the entrepreneurs, who create, organize, operate and grow businesses; and the employees, who keep those businesses chugging along doing whatever it is they do best. Now there are a whole host of differences between these key players in the American workforce. Today we’re Read More
Beating the market: Why it doesn’t work
What kind of investor are you? Do you open your monthly account statements, take a quick glance at the first page to see if you made any money, and move on with your day? Or do you stress over your portfolio’s performance, wondering if things would be different if you’d paid more attention, called your Read More
Cohabiting: Five ways to align your finances in your relationship
Living together, and unmarried? Join the crowd! More and more couples are holding off on those wedding vows, or scrapping the whole idea of marriage all together. In fact, recent research shows that only 26% of adults between the ages of 18 and 32 are married. What are they doing instead? Many are still in Read More
Seven ways flying planes is like preparing for your financial future
What better way to explain the ins and outs of personal finance than by combining two of my own passions: making a positive impact on people’s financial lives, and flying planes. That’s right. I’m an investment advisor representative by profession, and a pilot on the side. I grew up flying float planes around Lake Champlain Read More