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Living Within Your Means

You hear it all the time: If you want to be financially successful, you have to live within your means. But, what does that really mean? How does a regular person living life actually go about living within their means? Here's my unscientific definition: Living within…

3 Common Questions From Young Professionals

We often see new clients coming to us as they move from one life stage to another. Starting a new job, getting married, having kids, preparing for retirement - these different life stages bring up different financial questions. Over the next few weeks, I want to explore some…

Revisiting Resolutions

Here we are four months into the year. I want to take this time to encourage you to think back to the start of the year. Remember the new year? Or maybe you don't? And no, I'm not talking about all that champagne. I'm talking about the resolutions, goals, lifestyle changes…

Starting Out Your Savings

A friend of mine told me a story recently about the first time she decided to open a savings account. She wasn't making much money, but had landed her first job and was finally on her own. So, she researched savings accounts via BankRate.com, picked an online money market…

Why We Give

Winston Churchill once said that, "We make a living by what we get, but we make a life by what we give." This is why, as financial planners, we always ask our clients about their giving habits, goals and how they feel about their philanthropic efforts. In some ways it can…

Financial Review - Where to Start?

We've spent some time this month talking about reviewing and updating your finances and budget for 2017, but maybe you're wondering exactly what you should be looking at. Or, perhaps you're creating a budget for the first time and you're not sure where to begin. We can help.…