Enhance Today | Enrich Tomorrow
With summer upon us, we’re sharing a few book ideas to add to your summer reading list. If you are looking to improve your financial life or just to enjoy a light beach-read you won’t want to miss this list….
Most of us feel like we have a sound process for investing, that is until curveballs are thrown our way. Then, emotions like envy, greed, and fear take over, making us feel like we need to abandon our long-term investing…
What can hockey teach us about pursuing your ideal retirement? As we watched our Carolina Hurricanes progress in the Stanley Cup playoffs, we were reminded of three hockey strategies that are also vital in fulfilling financial planning outcomes. And despite…
Are you the type who loves surprises? One surprise you may not enjoy is having to pay more taxes than you anticipated. Since taxes are a necessary part of life, it’s best to prepare throughout the year so you…
Many of our clients ask for financial books and other resources they can share with their loved ones to improve their financial literacy. When young people are armed with financial knowledge they make smarter financial decisions that will ultimately pay…
As you plan to live your ideal retirement, you may want to share your good fortune with others who are less fortunate. Giving is incentivized through the tax code, so being charitably inclined can also help to reduce your tax…
Have you ever spent hours trying to fix something that, with the right tools, a professional could fix in five minutes? We’ve all been there. But it’s often difficult to fully appreciate the time, effort, and in some circumstances…
If paying attention to the news cycle lately, you may be wondering if your cash is safe. Watching the country’s 16th largest bank collapse has caused people to question whether their cash at the bank will be there when they…
As International Women’s Day [March 8th] approaches, we wanted to get together to explore ways to improve the financial outcome for women across the globe. The gender wage gap costs women $1.6 million in retirement savings over the course of…
Retirement is one of the most significant changes that you will manage in your life. It takes not just careful financial planning, but also careful life planning as well. Our guest today, Susan Bradley, is the author of Sudden Money and…
