The Invisible Tax

One of the things married couples often do not consider in their planning is what I like to call the “Invisible Tax.”

College Planning: Don’t Wait to File Your FAFSA

If the prospect of sending your child on their entry into adulthood isn’t hard enough, there is all the paperwork to decipher… the ACT/SAT, college applications, scholarship applications, and of course, the dreaded FAFSA!

Retirement is Just the Start!

We often find ourselves seeking the “finish line” where we no longer need to earn more income. But when it arrives, many folks find they have only just begun to impact the world the way they want.

Stop Doing That!

We all need people in our lives who have the courage to let us know when we've done something we shouldn't. It's equally wise to have an Advisor who can speak truth to you when it comes to your finances.

The Power of Delegation for Executives

Are you making the most of the rewards for your hard work? Your organization benefits from your time, effort, and management skills, but does your family get the most from all that effort?

Money and Emotions

The first step to managing emotions in financial decisions is to understand the script or story you are telling yourself about money and where it came from.