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I hate to be the voice that may rain on some parades, but the perfect work-life balance doesn’t exist. No, this isn’t a list of the jobs with the best […]

Roth 401(k)s are becoming increasingly popular, and as a family financial planner, I hear more questions from clients regarding contributing to both Roth 401(k)s and Roth IRAs.  The two questions […]

I’ve recently come across an article published by Anytime Estimate, a company that provides tools and calculators for people interested in buying and selling real estate. The company polled over […]

As a family financial planner, I see clients in all different life stages. Some are just starting their career path and forging the foundations to start a family. Others are […]

You should be storing all of your important documents in one secure place online. Secure document storage is critical to keeping your life in order if unforeseen events happen. Remeber, […]

It’s summertime once more. The kids are getting out of school for break. Everyone is focused on the 4th of July holiday they’re planning to take, or not take, due […]

It’s a tough thought, but what would happen if your parents died today? 😔 Are their affairs in order? Do you know where their important financial documents are? 😨 Most […]

When having a child, what should you consider regarding assets, debts, insurance, and tax planning? Here are a few questions parents (and parents-to-be) should consider when financial planning for a […]

Most people are familiar with the roles and responsibilities of entrepreneurs, but a new career field has emerged in recent years, and this new lifestyle/“work style” has garnered more interest […]

If you follow my blogs and other content streams, you’ll know that I love putting things in historical perspective and outlining how things have changed. As a family financial planner, […]