Goals!
Everyday people go through life trying to get stuff done. Things like; make breakfast, hit the gym, get the kids to school, finish the project at work, set up plans for the weekend, finish the book and catch up on […]
Financial Planning
529 Day – The In’s and Outs
529 plans can be powerful college savings tools, but you need to understand how your plan works before you can take full advantage of it. Among other things, this means becoming familiar with the finer points of contributions and withdrawals. […]
4 Retirement Saving Myths
No matter how many years you are from retirement, it’s essential to have some kind of game plan in place for financing it. With today’s longer life expectancy, retirement can last 25 years or more, and counting on Social Security […]
To Live
From the book: Everybody Lies: Big Data, New Data, and What the Internet Can Tell Us About Who We Really Are Hardcover – by Seth Stephens-Davidowitz Everybody dies. Wealthy can’t avoid death, data tells us that they can now delay […]
Budgeting – Another Way
One of the biggest misconceptions there is about financial planning is that budgeting is one of the only ways to reach financial success. When working with a financial planner, people immediately think this is the first step in their financial […]
