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Financial Planning

Fall Financial Fitness: What You Save

We’ve been exploring financial fitness over the last few weeks, and taking a look at the three main areas that affect your financial wellness – what you earn, what you spend, and what you save. First, we covered different approaches to income and how to align your goals with what you’re bringing in. Then, we talked about taking an honest look at how and where you’re spending your money. Today, we’re going to explore our final aspect of financial health – what you save. 

Fall Financial Fitness – What You Spend

Last week, we kicked off our series on financial fitness by exploring the first of three areas that comprise your financial health – what you earn. We talked about the different approaches to earning an income, and what to do when your financial goals don’t align with how much you’re bringing in.

Fall Financial Fitness: What You Earn

Over the next three weeks, we’re going to be talking about financial fitness and the three primary areas that comprise your financial health – what you earn, what you spend, and what you save. It’s important to take a close look and consider each of these financial buckets at least once a year to ensure you’re on the best financial footing for your life.

Focus on Your Financial Goals

Somehow it’s the end of September, and that means you have 60 days. Remember, for half the month of December, the kids are out of school and it’s Christmas for the FFP team. So. You basically have 60 days to get everything done in 2021 that you wanted to. (If that doesn’t stress you out, what will??!)

Mortgage Payoffs & Other Home Finance Thoughts

When a client comes in and says they’ve found their dream home, whether that’s a horse farm or a downtown condo, I absolutely want you to have that. If you’re thinking about purchasing a new or additional property, I encourage it – if it fits your lifestyle and you can afford it. 

The Balancing Act of Buying a Home

Buying a new home is a big decision, and brings big life changes no matter when or where you’re buying. The last year has sent the real estate market into overdrive, and added a whole new set of decisions and things to consider. 

Home or Office Remodel? A Few Tips!

We’ve been talking recently about homes – you can read about building here, buying here, and mortgages here. Today, I wanted to share my recent experience and a few tips from remodeling both my personal home and our Family Financial Partners office.

Communicating with Client Couples

You’ve probably heard us say when we call you for your regular client meetings that we want to see you and your spouse together. This isn’t just to make scheduling more difficult – we know how busy everyone is, especially in the summer months! – it’s because we want to build relationships with you and your spouse as a couple for many reasons.

5 Questions to Ask a Financial Advisor

So you’re finally ready to take the plunge and retire, but first you need to hire a financial advisor to help you navigate this process. Choosing someone to manage your money is an important task that can be daunting. Wondering where to start? These five questions will help you determine if a potential advisor is right for you.

3 Money Lessons for Kids

As you make plans for vacations, lake days, family get-togethers, camps and other warm-weather fun, take the opportunity to talk to your kids a little bit about money. Even kids as young as 4 or 5 can start learning valuable money lessons. Plus, keeping their brains busy learning new skills between school years is always a good thing. Here are 3 money lessons for kids:

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