Wait? There’s an Election?

When I turned on the car this morning, I was met with 3 political ads in a row! I don’t know about you, but I’m already sick of them and we’re still six weeks out from the election. The amount of divisiveness that’s being caused and the animosity toward our fellow...

College Savings Month

Have you ever wondered how you’re going to pay for your children to go to college? Or do you want to create a legacy of education for your grandchildren? September is college savings month so we wanted to devote some time on the blog to this topic. I’m going to focus...

Life Insurance Awareness Month

How would your family survive financially if an accident happened and you die prematurely? Would they be forced to sell your home because they can’t afford the mortgage? How else would life change without your income? Risk management is one of the six key areas that...

Why Your Values are Integral to Financial Planning

Just the other day I was asked by a friend whether they’re saving enough for retirement. I jokingly replied, “I don’t know.” This answer applies when I’m asking about college savings, buying a vacation home, or any large financial goal. The reason why I respond this...

Three Labor Day Financial Tips

We’re going to keep the blog short and sweet this week with 3 ideas to improve your finances over this long, Labor Day weekend: Check your credit report – it’s amazing how many times incorrect or bad data is provided by one of the financial companies you work with to...