As we are now approaching the final month of the year, we’ve been working on year end reviews 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…
As summer has past and the end of the year is near, it is the perfect time to reflect on the importance of personal finance and the role of financial literacy in our lives. In this blog, we’ll explore what personal finance is, how to make smart financial decisions, and why financial literacy is crucial…
As we head into fall and summer vanishes, we want to discuss financial planning topics you should focus on over the next few months. Here’s a September Financial Checklist to help you manage and plan your finances effectively during this transition from summer to fall. Review Summer Spending Assess summer expenses: Did you overspend on…
Interest rates play a pivotal role in our financial lives, influencing everything from mortgages and car loans to savings accounts and credit card debt. The financial landscape is constantly evolving, so it’s important to continually digest how the current landscape is impacting the consumer. A year ago in May, the Federal Reserve set their target…
As we reach the midpoint of the year, June offers a perfect opportunity to take stock of your financial situation. It’s a time to reflect on the progress you’ve made and adjust your strategies to ensure you stay on track with your financial goals. Here’s a comprehensive checklist to help you conduct a thorough mid-year…
Becoming a parent is one of life’s most significant milestones, bringing with it immense joy and responsibility. As you prepare to grow and welcome a new member into your family, it’s essential to prepare and adapt a shifted financial mindset. So, let’s discuss what you can financially expect when you’re expecting! Budgeting: Establishing a budget…
We all know that being a part of a couple takes work and that open, honest communications is key! We read an interesting article that spoke about how individuals choose their partners and that often times, we match with those who have similar interests and values as ourselves. However, while this may be true, Jenny…
Life is a journey marked by various milestones, each accompanied by its own unique set of challenges and opportunities. As humans, we all have goals and milestones that look different, but may involve similar finanicial strategies to achieve them. Whether you’re saving for a down payment on your first home, planning for your children’s education,…
When it comes to gifting and giving money, especially to family members, people are oftentimes confused on when is the right time to pass over their inheritance. Should an inheritance be strictly given after one’s death? Should it be used while one is still alive? Let’s take a look at some of these questions. Of…
As the leaves begin to change color and the temperature starts to drop, we often find ourselves embracing the cozy comforts of fall. It’s a season of pumpkin spice lattes, warm sweaters, and scenic walks through nature’s vibrant transformation. However, amidst all the autumnal pleasures, it’s essential not to overlook a different kind of health…