Blog
Blog
Aligning Your Personal Values with Your Financial Plan
Personal values play an important role in many aspects of our lives and have become more prominent recently in how we think about and manage our finances.
Purpose in the Everday
That’s maybe the most important question that our planning process helps people to answer. If the purpose of life was just to make more money, then no one would ever stop working.
Do You and Your Spouse Have Congruent Spending Habits?
Most married couples take a “divide and conquer” approach to household tasks and chores. One spouse might handle weekly shopping, the other might handle garbage and recycling.
Advice For Life
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SMI Transition Planning
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Every month, Paul shares his thoughts, stories, and wisdom.