Are Your Finances Holiday-Ready?

Are Your Finances Holiday-Ready?

The holidays are right around the corner, which means now is the perfect time to make sure your finances are in order before the craziness arrives.  In November your focus is likely to be on turkeys, friends, family, and pie. …

Monitoring Your Financial Plan

Monitoring Your Financial Plan

The most important – yet often missed – step of having a financial plan created is implementing the plan.  One of the top reasons is that life gets in the way, and managing every aspect of one’s finances takes time. …

Questions to Ask When Searching for a Financial Advisor

Questions to Ask when Searching for a Financial Advisor

There are a lot of “financial advisors” out there, and not all advisors are created equally.  I recently spoke with a prospective client who asked some great questions.  Unfortunately, she learned to ask these questions through a prior bad experience,…

The Greatest Risk to Your Financial Success

There are a lot of risks to having financial success.  One risk is spending too much.  Even spending an extra $5,000 per year over your sustainable spend rate can have a significant impact on your long term financial picture.  Another…

You Have Two Months to Live…

What would go through your mind if you were suddenly told by your doctor that you had two months to live?  Would you be prepared?  What would you do?  How would you choose to live the remaining time that you…

The Importance of Financial Planning

There is a compainion podcast for this post avaliable. You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher. When major life events occur, you might wonder “What will this change bring?” or “Can…