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We Know This is Obvious - Read it Anyway

Yes, today we're talking about life insurance needs for new parents, and yes, we know this seems pretty obvious. That's because it is - if you are a parent, you need to be insured. However, despite the fact that most parents are aware of the fact that they need life…

Financial Organization for Busy Families

We've seen several couples and growing families in our office lately who are in that "in between" stage of life: They've committed to careers, have established their employer-sponsored retirement accounts, made that first major home purchase, and are busy working hard in…

Talking to Your Kids About Money

When it comes to your kids and talking to them about money, you might have as many questions as to when you should start the conversation as you do about what to say. As a financial planner, I probably erred on the side of talking to my sons before they could really…

Are Your Children Financially Literate?

How bad is financial illiteracy today? So bad that your children may be at risk of making some serious financial mistakes. Some are finding that talking to children about finances has become less about the nuts and bolts of money and more about putting money’s importance to…

Starting a Family - There's More to Think About than Education

When my wife, Stephanie, and I were first starting a family of our own, we purchased a beautiful baby bed that we were sure would last for each child we planned to have. We set it up, bought beautiful linens and loved watching our son Gates sleeping in the cradle. What we…

Are You Worrying Too Much?

We have become a very news-conscious society. Thanks to social media, live-streaming newscasts and online journalism, we have access to information instantly, and can read about current events as they’re happening. While this instant access may give us tools to make more…