The dangers of lifestyle inflation

Posted by & filed under Budgeting, Financial Planning.

Let’s tackle the topic of lifestyle inflation. You may have never heard of it, but you’ve probably seen it play out with your friends and family a time or two. It’s an all too common tendency to get wrapped up in. Unfortunately, lifestyle inflation can wreak havoc on your financial wellbeing, lead to career stress, Read More

The Executor checklist

Posted by & filed under Financial Planning.

Being named the Executor of a friend or family’s estate happens quite often. Many adult children are told that at some point they’ll be responsible for handling their parents’ financial affairs when the time comes. It’s hard enough to think about losing a loved one, much less thinking about what to do when you suddenly Read More

Renovating your house without breaking the bank

Posted by & filed under Budgeting, Homeownership.

The real estate market is on the upswing. Great news for sellers! Unfortunately, for lots of people looking to buy, it’s becoming extremely difficult to find that perfect house whilst staying in line with their budget. Many people are tabling the idea all together. Others are deciding to purchase those not-so-perfect homes and go the Read More

Introducing PlanWell: The employee financial wellness program for growing businesses

Posted by & filed under Employee Financial Wellness, Financial Planning.

Did you know that 46% of workers spend three or more hours during the workweek dealing with or thinking about financial issues? And that 52% of workers are stressed out about their finances? It’s no wonder people struggle to focus around the office these days. Financial insecurity is a growing issue in America’s workplaces as Read More