Inheritances often throw people for a loop. It can be an emotional rollercoaster as you figure out what to do. You’re going about your day-to-day life, and suddenly, your financial situation is completely changed. You may feel like other people around you don’t understand, have some guilt about your good fortune, or something else altogether. Read More
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
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
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
Becoming a new parent is one of the most life-altering moments there is. You go from having to worry about yourself, and keeping all those things you’ve got going on straight, to a whole new level of responsibility and decision-making. It’s the ultimate test in #adulting, for sure. One of the biggest decisions people are Read More
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
It’s that time of year again! The holiday season is upon us, and New Year’s is right around the corner. Hard to believe it, right? While you may be thinking it’s a bit early to be jotting down resolutions, why wait till the New Year to get started? It’s never too early to work on Read More
Maybe you just graduated, recently started a new job or have been working in your career for a few years now. Whatever your current situation might be, you probably know the feeling of paying all your bills and just having a little bit left at the end of the month. You’re not alone. More than Read More
We totally get it. There’s nothing more exciting than going on a grand adventure with your friends, family or loved one. Travel changes the way we see the world, and gives us perspective in our lives. If travel is what you love to do, more power to you. Get out there and explore! Americans are Read More
You come home from work and find that your significant other left a pile of dirty dishes in the sink when the empty dishwasher is mere inches away. Sound familiar? While this type of annoying habit can cause some relationship stress, it’s no match for the amount of stress money can bring to a couple. Read More
