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Lifestyle

Investing In Your Future

We’ve been talking this month about investing in yourself, your family and your home, and one thing we notice when talking with clients is that people have a tendency to focus on the here-and-now. They don’t think about all the ways they can invest in their future on a daily basis right now. 

Omicron and Other Observations

I hope everyone is recovered from the tryptophan hangover of Thanksgiving! For those of you who don’t know, I spent Thanksgiving on my Covid-delayed honeymoon in Cabo, and we had a blast spending some quiet time together, reading books, catching a marlin (yes, really!), whale watching, and even enjoying a private sunset cruise. 

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.

The Fall Social Season & A Crazy Week in Washington

With the passing of summer and the kids fully back in the swing of the school year, social season for adults is back on our calendars. This last week we enjoyed our first UK tailgate in quite some time, and got to see many faces we hadn’t seen in many months. The Cats even pulled off the win over Florida! Who would have thought we’d be undefeated five weeks into the season? 

The Delta Variant and Other Variables

Holy moly, we’re two-thirds of the way through 2021. The year is flying by! Economically speaking, we’re not seeing what the economists were expecting at this point in the recovery. Yes, they thought we’d see a higher GDP and people out circulating more, but no economic recovery model had us dealing with the Delta variant.  

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. 

Building in the Time of COVID

In thinking about writing an article on building a house, I have one piece of advice for you: Don’t build a house! If you’re still thinking about building a house, read that first line again. 

All kidding aside, I’m sure you’ve heard it said that building a new home is one of the hardest things you can do as a couple. I can tell you that nothing else even comes close.

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.

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