Recent Content

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Confirming What You Know

Category: Financial Planning
By Kyra Wells
12/17/2019
Even though I’ve been helping married clients with their money for years, I realized we needed help. Were we thinking about things in the right way? Were we asking the right questions? Were we doing a good job of listening to each other and respecting our differences? 

Life is Full of Taxes

Category: Financial Planning
By Ross Polking
11/15/2019
As the calendar races to a close, it’s important to consider the impact of selling securities in a non-qualified (aka brokerage or non-retirement) account. While everyone’s situation is different, it’s important to understand the basics.

Money Can’t Buy Happiness, or Can It

Category: Financial Planning
By Caleb Brown
10/29/2019
The book Happy Money: The Science of Happier Spending by Elizabeth Dunn & Michael Norton has changed the way I think and feel about spending. It’s based on academic research that identifies ways that spending can increase our joy, something I didn’t think possible before reading this book!

Set It and Don’t Forget It

Category: Financial Planning
By Wade Den Hartog
04/18/2019
Working with a financial advisor is a great start to having someone inventory and help you keep track of the beneficiaries, or lack of, on your accounts.

One Paycheck from Ruin

Category: Financial Planning
By Garrett Jackson
03/22/2019
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.