#Adulting: The eight signs you need a budget

Posted by & filed under Budgeting, Financial Planning.

woman staring at piggy bank

If you’re a young millennial, you may think that nothing’s going to stop you now. You’ve finished school, and are ready to take on all the responsibility of being a real grownup with gusto. Bring it on world, you’re prepared to handle anything!  You want to work hard, play hard, and enjoy yourself. Unfortunately, if Read More

Risk – What does it mean to you?

Posted by & filed under Financial Planning, Investments.

man walking tightrope across canyon

Nerdy post alert! We need to discuss risk tolerance. It’s not the most exciting stuff, but it’s very, very, very important to understand. So grab a cup of coffee, or a glass of whatever moves you (no judgement here), hang in there, and read on. Bad news and good news. First, let’s tackle the bad Read More

Ready to buy a house?

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

love home door mat

House hysteria is a real thing. Once one friend buys a place, the social pressure is on for others to follow suit.  Everywhere you go, people are talking about Zillow, interest rates, great floorplans, school districts and desirable neighborhoods. Before you’re green with envy and ready to sign on the dotted line, remember that buying Read More