Blog
Blog
Your Questions Answered: Facing a Cash Flow Crunch? Here’s What to Do with Your Investments
We recently had a conversation with Steve and Cathy. Cathy is an entrepreneur and Steve works for a government agency. Steve’s paycheck was halted in the recent government shutdown. They had gone through their savings accounts, and we were looking at tapping into some…
Your Questions Answered: Money Isn’t Just Money
Last week I had a conversation with a couple that is considering hiring us. Often in these conversations, individuals come in oriented about amounts and accounts, but we quickly reorient the discussion to “Are you using your money to improve your life?” It is in this…
Your Questions Answered: When Should You Start College Planning for Your Child? The Sooner, the Smarter
If you’re wondering when to begin planning for your child’s college education, the answer is simple: start now. Early planning isn’t just smart, it’s essential. The earlier you begin, the more financial flexibility and strategic options you’ll have down the road. One…
Advice For Life
Focus On What You Can Control
In his classic business book “The 7 Habits of Highly Effective People,” Stephen Covey encourage folks to draw strong distinctions between “Circles of Concern,” “Circles of Influence,” and “Circles of Control.” You might be feeling like 2025 is already filling up your…
Spring Cleaning for Your Estate Plan
Swedish “death cleaning” has gained popularity in recent years among folks who need some added structure to guide their spring cleaning. The idea is to approach decluttering with mindfulness about the mess you could leave behind for your loved ones if you don’t get…
Focus on Consistency for ROL
The most impactful investments tend to be those that we make consistently over time. When we stick to a plan and keep checking off the items on our to-do lists, our efforts compound and build towards the results that we want. Think about how being consistent in these…
SMI Transition Planning
Resource Planning – The Financial Analysis Part 2
Resource planning for your child after you are gone is a straightforward process.
Resource Planning – The Financial Analysis
Resource planning for your child after you are gone is a straightforward process.
Advocate – Expectations
This post is to help you think through what an Advocate(s) will be doing for your child. What should be the responsibilities and expectations?
