Retirement often provides our clients with the time and energy to accomplish the home remodel of their dreams. While you may already have clear visions of your paint colors and new flooring, making decisions around funding these visions may feel… Read More
Congratulations! You are welcoming a new addition to your family. There is a lot to decide, from baby’s name to which sleep training method you will (or won’t) use. With so much going on, it’s easy to push finances to… Read More
Understanding the language in a healthcare plan can be confusing. As medical costs have increased in America, insurance companies are shifting the financial burden onto consumers in the form of higher deductibles, decreased coverage, and coinsurance clauses which many Americans… Read More
Money is an emotional subject. Whether you are a saver, a spender, a conservative investor, or a resolute risk-taker, you feel something about your money. You may have felt nervous when the stock market dropped. Or you may have felt… Read More
What should I do with this tax refund/bonus/other windfall?You’ve just received a financial windfall. Congratulations! Whether it is $500 or $500,000, a windfall can feel life-changing. You may be feeling euphoric now but according to Reader’s Digest, 70% of all… Read More
Unfortunately (or fortunately), we’re not all tax specialists. Despite this, ultimately the responsibility for attesting to the accuracy of a tax return rests with the taxpayer, not the tax-preparer. This article outlines some key items to review before signing off… Read More
Uncertainty surrounding the answer to the question, “Will I have enough?” is a large source of anxiety for many people nearing retirement age. Even exceptional savers often wonder if they will have enough, if their level of spending is sustainable,… Read More
While the deadly effects of smoking are well-documented and undeniable, we cannot ignore the significant harm caused by traditional cigarettes. It is important to