Money and Marriage – 5 Steps to Take NOW

Money and Marriage – 5 Steps to Take NOW

Sara and Joe were recently married. They dated for five years before marriage but never lived together. They briefly talked about money before marriage, but had no serious discussion about spending and saving. Now that the wedding is behind them and they are adjusting...
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...