Pay Yourself First
Most people know they should be saving for retirement. It never ceases to amaze me how little time and effort people put into thinking about something that has such a large impact on their quality of life. […]
Why Save for a Rainy Day?
Whether or not the ground hog saw his shadow on February 2nd, it makes good financial sense to plan for a rainy day. Life has a way of throwing curve balls into the best laid plans, be it job loss or unexpected expenses. […]
Celebrate Valentine’s Day with a Heart-to-Heart Talk about Money
One of the most divisive issues in couples’ relationships is money, so what better way to celebrate Valentine’s Day than to sit down with your loved one and talk about money in a calm, relaxed setting? […]
New Year’s Resolutions
Judging by the number of inquiries I’ve been getting recently, getting one’s financial house in order is a popular New Year’s Resolution (or an incomplete one from last year!). If you are also interested in doing some financial house cleaning, spreading it out over the course of the year can make it more manageable. […]
Is Your Cyber Hygiene Up to Snuff?
With the recent spate of high‐profile hacking incidents into corporate networks (e.g., Home Depot, JPMorgan), now is a good time to review ways you can protect yourself online and make sure your cyber hygiene is adequate given the ever‐more sophisticated tactics of hackers and fraudsters. […]
Raising Generous Children
One of my favorite topics is teaching kids about money. Related to that topic, and particularly relevant with the holidays approaching, is how to teach kids to be generous to others and their community. […]
Financial Planning Tip #2: Articulate Your Goals
“If you don’t know where you are going, any road will get you there” – Lewis Carroll In order to lead a fulfilling life, it is important to step back and think about what gives meaning to your life and what are your most important goals. It is too easy to get absorbed in doing what you think you should [...]
How to Choose the Best College Savings Account
After the lazy days of summer, the Fall is often a time of renewed focus on planning and project completion before year‐end. To that end, if getting serious about saving for your kids’ college is one of your projects, there are several different account types to consider. Each has its own advantages and disadvantages. This article [...]