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Spring Clean Your Financial Plan

Category: Financial Planning » Cashflow
By Andy Rushenberg
03/21/2022

You can’t have spring without spring cleaning. As you tackle your home, yard, and other spaces this year, your financial plan might also need to be spruced up. Here are a few tips to clean up your financial plan this spring.

Confirming What You Know

Category: Financial Planning » Cashflow
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? 

Why should you have a budget?

Category: Financial Planning » Cashflow
By Kadin White
12/13/2023

The word, budget, can induce fear and anxiety for some people. But I would argue that creating a budget and being disciplined in the process creates more freedom and flexibility than the alternative.

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