Are you ready to break your holiday spending cycle?

Are you ready to break your holiday spending cycle?

It’s finally here – the holiday season. You enjoy buying gifts for others … and also for yourself. You splurge on Instagram worthy holiday gatherings – décor, food, beverages, not to mention your clothes. It’s easy to rack up expenses as you swipe/tap your card....
4 Key Financial Considerations for Unmarried Couples

4 Key Financial Considerations for Unmarried Couples

Have you been with your significant other for years? You may have decided to live together even though you are not married. You may even refer to each other as “husband” or “wife” even though you are not legally married. You’re committed to each other but don’t hold a...
Equitable May Not Mean 50/50

Equitable May Not Mean 50/50

It’s hard enough to deal with the emotional turmoil of divorce but understanding some of the jargon can make one’s head spin. Your definition of “fair” or “what is rightfully yours” may not be what the divorce settlement will reflect. Unfortunately, items accumulated...
Can Your Parents Afford Long-Term Care?

Can Your Parents Afford Long-Term Care?

Taking care of an aging parent used to be discussed with clients in their 40s or older. But with couples having children later in life, it’s not unusual to see someone in their 30s dealing with this reality of life. Making decisions for an aging parent can be...
It’s More Than An Analysis of Your Investments

It’s More Than An Analysis of Your Investments

When you hear the term “financial plan” what comes to mind? Most people think immediately about investments. But did you know that’s only one part of a financial plan? A comprehensive financial plan focuses beyond investments. It calculates your net worth, after-tax...