We live to shake up the industry. Welcome to our blog– here’s what we’re thinking.
Eager to Save for College? Let’s Take a Step Back Often, when a client has a new baby, their first financial question is, “How much should we save for college?” I love the eagerness and the focus on long-term savings for their child’s future. However, I often find myself advising…
Pay heed to rising bankruptcies but examine other economic indicators too. As we approach summer, there has been a fair share of speculation and concern about a potential recession—and not just any recession, but a global one. These fears have intensified with a notable rise in bankruptcies…
When to Seek Help: Financial Planning Isn’t a Sign of Weakness When talking to prospective clients, one common roadblock I encounter is hearing that they “don’t need a financial planner” and are “fine” handling finances on their own. This response often stems from feeling that asking for help is a…