Merging finances with your partner is a significant step in building your life together, and as a 2025 bride or groom, it’s likely on your to-do list alongside wedding planning. Combining finances doesn’t just mean sharing a bank account—it’s about aligning your financial goals, strategies, and expectations. In this guide we will discuss some important…
As we are now kicking off 2025, we’ve been working on January financial plans with lots of clients and families to benchmark and tweak their financial plans. While many are getting their finances in order for the second half of the year and benchmarking where they are in reaching their financial goals, I want to…
In our last blog we discussed the importance and power of setting financial intentions to set the tone for a successful financial year ahead. Today, we want to dive deeper into a few areas you can work on to start the year off on the right foot. January is the perfect time to take control…
The start of a new year is a natural time to reflect, reset, and realign with your financial goals. Whether you’re aiming to build savings, plan for a major life milestone, or boost retirement savings, setting financial New Year’s resolutions can help you reflect on the year prior, benchmark your financial status, and set the…
The end of the year is a perfect time to pause, reflect, and prepare. With just a few weeks left in the year, you may want to conduct a year-end review to benchmark your achievements during the year and identify areas for improvement in the new year. Let’s discuss some December planning items to consider…
As we conduct our fall financial clean up and individuals are revisiting their cash flows and budgets, some may be considering their charitable giving strategies and contribution amounts for the year. One powerful and flexible tool gaining popularity is the Donor Advised Fund (DAF). This innovative approach to philanthropy not only simplifies the giving process…
As the year draws to a close, many of us are juggling holiday plans, year-end tasks, and financial check-ins. Amid the bustle, tax planning might not be top of mind—but it should be. Taking a proactive approach to your taxes in the fall and winter months can uncover opportunities to save money, ensure compliance, and…
As the year draws to a close, December is the perfect time to tie up loose financial ends and set the stage for a prosperous new year. Let’s go over our comprehensive guide and checklist to ensure you wrap up the year on solid financial footing. 1. Review and Optimize Your Budget 2. Maximize Tax…
In the world of finance, behavioral biases play a significant role in shaping how individuals make decisions about their money. These biases can manifest differently between men and women, influencing financial confidence, strengths, and overall financial behavior. Understanding these differences is crucial for individuals to identify as they are looking to improve their financial well-being….
As the end of the year approaches, many of us find ourselves reflecting on our goals, both personal and financial. Between holiday celebrations, gift shopping, and travel plans, the last quarter can be a big test for anyone’s budgeting skills. Let’s discuss an approach to evaluating your budget from start to finish, planning for holiday…