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Individually Tailored Financial Planning

We talk a lot in these weekly newsletters and blog posts about creating financial plans that are unique to each client and tailored to that person or family's individual situation, goals and needs. But what does that mean, exactly? What is it that our team can do for you…

It Can Wait

Remember that recurring scene in "It's a Wonderful Life," where George Bailey keeps seeing things like a broken door knob, and muttering, "need to fix that." No? Well, how about that Lowe's commercial from a few years back, where the gal puts in her brand-new light fixture,…

Goals, Willpower & Strategy

A couple of weekends ago, I finally organized my closets and dresser drawers after buying my first home several months ago. It was so freeing, and I thought that must mean I'm officially an adult now. I arranged my clothes by season, type, etc., and it's very relaxing to…

Redefining Retirement

An executive transitions into a consulting role at age 62 and stops working altogether at 65; then, he becomes a buyer for a church network at 69. A corporate IT professional decides to conclude her career at age 58; she serves as a city council member in her sixties, then…

Cryptocurrencies - What Are They?

I attended a friend's wedding this past weekend in Asheville, and as part of the usual chit chat, people at events like this often start asking me financial questions. One question I'm getting a lot lately is "What is Bitcoin?" Bitcoin is one of about 700 cryptocurrencies,…

Financial Efficiency

One of the most common questions I get from clients when they first come in is, "How can I be more efficient with my money?" Usually followed by something like, "Am I doing everything I can to be financially successful?" Typically these are people who are somewhat savvy…