The appeal of small home living has really been catching on. Many people are shying away from buying super-sized homes and opting for a much littler footprint for their family, even though bigger, more expensive houses are a viable option. The reason? There’s a lot of financial benefit to keeping your housing costs down. One Read More
Looking for a bit of quotable inspiration to help achieve your financial goals this year? Look no further! Here are a few of our favorites:
As parents, we’re often looking for that magic formula. What can we do to make sure our kids are successful? Now, the term “successful” can mean all sorts of different things to different people. But your expectations likely include that when your children become adults, they’ll be able to get along just fine with the Read More
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 property, a shopping spree, or something else entirely. When clients ask me if they can afford to splurge on something, I always give the same Read More
Happy New Year to all! We hope you had a truly wonderful holiday season. With all the celebrating going on, you may have gotten a bit behind on the personal finance happenings. No worries! Here’s a look back at what we’ve been focusing on: October: Planning ahead for life’s unpredictability: Unexpected things in life happen Read More
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
In Part 2 of this blog series, let’s cover those regular estate planning to-do’s. By “regular”, we’re talking about those items that need to be reviewed, updated, and checked on from time to time. An annual check-in is ideal. Add it to your New Year resolutions list perhaps! Once you have your estate plan groundwork Read More
You’re busy trying to soak up all that life has to offer. You want to spend quality time with your family and friends. You want to travel the world. The last thing you probably want to be thinking about is what’s going to happen once you’re gone. Understand that making tough estate planning decisions now Read More
Fall! Is that you?? The holidays are coming, it’s football time, the weather is cooling off, Richmond festivals are ramping up…what’s not to love about this season? If your summer flew by as quickly as ours did, you may have missed out on the personal finance topics we’ve been focused on the past few months. Read More
It happens, quite a bit if you’re like me. Your do the nervous pocket pat down or dump out the entire contents of your bag, rooting around on the floor. You search the house, the car, the gym bag, the laundry basket. Where’s your wallet? Your stomach drops and panic sets in. Did you leave Read More
