How to find (and maintain) a positive financial direction
A positive direction is essential to any successful financial planning journey. Whatever your particular situation may be, it is vital that you thoughtfully and purposefully utilize the financial resources available… …
Your big financial picture: Aligning investment, tax and estate planning
People often view tax planning, estate planning and investment planning as wholly separate undertakings. In reality, these three “buckets” of your financial life should be viewed together, as part of… …
Preventing lifestyle creep: From prime earning years through golden retirement
One of the biggest financial challenges people face is “lifestyle creep”, when spending balloons right along with increases in income, undermining long-term financial stability and goals. Understanding how to manage… …
How parents can lay a solid financial foundation for their children
As parents, we want to provide the best possible opportunities for our children. In reality, it can be complicated enough at times to navigate this ever-changing world for ourselves. Figuring… …
Grandparent strategies: Passing wealth to future generations (tax-efficiently)
One of the greatest joys of being a grandparent is seeing children and grandchildren successfully navigate their lives. Most everyone shares a common desire to see their family and relatives… …
How to navigate financial caregiving
Becoming a financial caregiver for a loved one is a tremendously important undertaking. It is not simply about managing another person’s financial picture when they are no longer able to… …
The “sandwich generation”: Financially stuck in the middle
The “sandwich generation”: Those Americans thrust into the precarious position of financially juggling young children and elderly parents. Lots of older Millennials and Gen-Xers are finding themselves in this bucket,… …
Pre-holidays financial wellness tidy up guide
Believe it or not, the holidays are right around the corner. We all know how the end of every year tends to go – in a frenzied sprint, leaving most… …
“Can I buy my boat?” – The splurge question
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… …
Financial unwellness: Taking a step back matters
If you’ve been following the blog, you know we’re big believers in making sure your finances are on the right track. Even if you’re not exactly in the perfect spot (most of… …