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...

What Does Mold Remediation and Financial Planning Have in Common?

Over the last week, my home has become a construction zone due to mold remediation that was required in our crawlspace and attic. Our home was built in 2018 so this shouldn’t have been an issue. What we discovered is that when the builder was encapsulating the...

Do You Have a Ticking Tax Bomb Waiting for You in Retirement?

If you’re like most people in the United States, you’ve done most if not all of your retirement savings in a pre-tax retirement account like your 401(k) at work or a Traditional IRA account. The beauty of these accounts is that you pay less taxes today because the...