Changing Goals Over Time
While we don’t want to be reactive to market moves we can’t control, we do want to be responsive to the many curve balls life can throw. Developing clarity and confidence from the process is what we do best!
Lessons From My Time at the Center for High Impact Philanthropy
What is high impact philanthropy? As I have been reflecting on what I’ve learned, I wanted to share a few concepts that I think will expand your thinking about philanthropy.
Are You Part of the Sandwich Generation?
On one hand, they’re taking care of their children, on the other, they’re providing care for their aging parents - which can mean time, emotional support, and/or financial help. Here are just a few tips to help.
Do I Have Enough?
As financial planners, one of the most asked questions we hear is, “Do I have enough?” The response is always, “That depends!”
Impact Investing: Aligning Your Investments with Your Values
Fortunately, the growing number of investment options makes it easier to align our investments with our personal values.
The Great Unknown: Healthcare Costs
Even though we should not lose sleep worrying about something we cannot control, it is wise to prepare for what we can do with what we know and with what we have.
Our Process
You should feel confident that with clear direction, you can achieve your financial goals. Yes, it will require time, determination, and discipline, but it’s possible!
Stay Focused During Market Volatility
None of us know what the future will hold, but we do know that the path to long-term success in the market is comprised of a few key principles.
Investing is Only Part of the Plan
We believe investment management is a core tool to achieve long-term financial goals, and know that the work doesn’t stop there.
Choosing Peace over Profit can be Expensive
When we take the time to have meaningful conversations and develop a plan to address our biggest dreams and worst fears, we gain freedom. We gain the opportunity to have peace AND profit.
Do You Know Your Net Worth
Your net worth is not your net income. It’s not about what you make. It’s about what you keep.
Choose Your Retirement Accounts with Confidence
We all know we need to save for retirement. There are several tax-advantaged accounts to help save in tax efficient ways.
Spring Cleaning for Your Finances
Spring is the perfect time to refresh and reorganize our lives, and that includes our finances.
Financial Planning Is a Process – An Everchanging One
When we keep our financial house in order, market fluctuations feel a lot less scary.
Calendars & Wallets Don’t Lie
When we align our time and wallet resources with the people, places, things, and ideas that are most important to us, real progress is made!
The Wealth of Intentional Action
As we start the year, let’s rethink how we are approaching our financial goals or resolutions.
Economic & Market Update
We are entering 2025 with two positive market years behind us. So far, the markets are continuing their trend. But there are always questions about what’s next.
Planning Considerations for Newlyweds
Check out our latest blog for a few important planning considerations when newly married.
Halfway Through 2024
We’re halfway there! Halfway to 2025 that is – making it a nice time to reflect on the first half of 2024.