Starting Off on the Right Foot
Category: Financial Planning » Cashflow
Starting off life after school on the right foot financially is important. A good financial advisor can make all the difference.
Three Ways to Make Saving Automatic
Category: Financial Planning » Cashflow
Here are some ideas and tools you can use to help make your saving automatic, the biggest key to growing your savings.
To Refinance or Not…That is the Question
Category: Financial Planning » Cashflow
While our advice for nearly everyone is to sit tight when it comes to their investments, there is a move we’d encourage nearly everyone to consider – refinance your mortgage.
Refinance
Category: Financial Planning » Cashflow
Thanks a Million
We know our clients are looking for more than just status; they’re looking for purposeful ways to use their wealth. Here are just a few examples of how you can impact the people, organizations, and community around you.
3 Options to Help Keep Your Ducks in a Row
Category: Financial Planning » Cashflow
Proactively working off a budget is challenging, both emotionally and practically. Here are some of the tools members of our team use that have helped them successfully manage their cashflow.
Setting the Stage for Financial Health Early In Your Career
Category: Financial Planning » Cashflow
Earning your first paycheck is an undeniably exciting time. But do you know what to do with your pay? With three key steps, you can build good financial habits early.
Financial Health in the Prime of Your Career – It’s Time for a Check Up!
You’ve been working for several years now – you’re earning, saving, paying down debt, investing, and giving. What’s next?
Setting the Stage for Financial Health Early In Your Career
Category: Financial Planning » Cashflow
Earning your first paycheck is an undeniably exciting time. But do you know what to do with your pay? With three key steps, you can build good financial habits early.
Financial Health in the Prime of Your Career – It’s Time for a Check Up!
You’ve been working for several years now – you’re earning, saving, paying down debt, investing, and giving. What’s next?
How to Start Talking with Kids About Money
Category: Financial Planning » Cashflow
A few weeks ago, I talked with our two kids – one a preschooler and the other a kindergartner – about money. Here are some starter topics for you to discuss with your kids.
All I Want for Christmas Is a Budget
Category: Financial Planning » Cashflow
Planning your gift-giving budget for the holidays may give you a little more freedom and a little less stress. Here are a few ideas of how you can plan ahead … for next Christmas, of course!
How Could You Use Your Stimulus Check?
Category: Financial Planning » Cashflow
You may be wondering what steps you can take to improve your financial life during these unsettling times. I would like to share some thoughts on how to use your stimulus funds and staying invested during anxious times.
Spending That Can Wreck Retirement
Category: Financial Planning » Cashflow
In more than a decade of working with clients, I’ve discovered that one thing tends to do more damage to financial plans than any other.
The Three To-Do’s in the Fourth Quarter
Category: Financial Planning » Cashflow
The beginning of the fourth quarter is a great time to check-in on your finances and make sure you consider planning opportunities before the end of the calendar year. Read this blog to see my top three priorities when it comes to fourth quarter planning.
One Paycheck from Ruin
Category: Financial Planning » Cashflow
Having a plan in place, with an emergency fund, is the difference between a small financial inconvenience and a catastrophe that could potentially alter your life.
CARES Act Q&A
Category: Financial Planning » Cashflow
Kent Kramer and Zach Dalluge answer some important questions about the Coronavirus Aid, Relief, and Economic Security (CARES) Act.
Debt- A Useful Tool or Financial Burden
Category: Financial Planning » Cashflow
After 30 years of helping people think about all aspects of their financial plan, here are some thoughts on personal debt.
What to Do If Forced Into Retirement Early
Category: Financial Planning » Cashflow
Yet, all too often, there is a second group of retirees for whom retirement is filled with uncertainty. Let’s say that at age 58, suddenly you are forced to retire. This could be a full five to seven years before you planned. What do you do now?