Financial resilience: Building momentum in the new year

Posted by & filed under Budgeting, Financial Planning, Personal finance.

The hustle and bustle of the holiday season is well underway. If getting financially organized is at the bottom of your immediate to-do’s, it’s completely understandable. But before you know it, the holidays will come and go, and we’ll be preparing to start a fresh new year. Working on those resolutions? Add increasing your financial Read More

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