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Organizing Your Financial Life

Blog College Planning

Most Americans live paycheck to paycheck. You can break the cycle.

If you’re like the majority of Americans, you might be living paycheck to paycheck. That’s according to a recent report where 61% of U.S. adults said they spend all of their income every month on bills like housing and food.

We’ve hit a perfect storm where pandemic funds have dried up, inflation has been running hot over the past year, and wages have struggled to keep pace. The result is dwindling savings and record-high credit card debt, and it can feel like you’re barely treading water.

Combining finances in marriage
Blog Financial Planning

Love and Marriage: The one rule you must follow when combining finances

When people get married, it sets a lot of things into motion. Many are moving in together for the first time — choosing a home, combining furniture, and splitting up household chores. It’s an exciting time, but also one that comes with the stress of shaking up old routines and learning new ones.

It’s no secret that money is one of the most common causes of marital disagreements, so figuring out how to manage your finances as a married couple is a crucial step in setting yourself up for a successful marriage.

Young traveler saving for future trips for financial freedom
Blog College Planning Financial Planning

Pay Yourself: Why taking that trip is important to your financial freedom

As young investors, everybody wants to advise us on what to do with our money. Bloggers, social media personalities, and TV talking heads claim their method will get us on the path to wealth and early retirement. We see it so much that some of us start feeling guilty, like every dime that doesn’t go toward our retirement, investment portfolio, or mortgage is a dime that’s setting us back from our goal of financial freedom.

Blog Tax Planning

It’s time for a spring cleaning — of your finances

The weather is warming, flowers are blooming, horses are racing, people are socializing — spring is in the air! The arrival of spring also means that it’s time to tidy up our homes, declutter, and spring clean. This season of rejuvenation presents an opportunity to extend our cleaning efforts beyond our home and into a different space: our finances. Just as we spring clean our homes, undergoing a spring financial checkup can bring a renewed sense of financial well-being.

Blog Financial Planning

3 Money Moves for Scary-good Results (And 3 to Avoid)

I don’t know about you, but I love Halloween. The creative costumes, haunted houses, adorable kids (and the chance to act like one!), plus copious amounts of candy all add up to one of my favorite holidays.
With Halloween happening earlier this week (and all the candy still staring at me!), I got to thinking about some of the “money monsters” we see our clients facing, and how to keep them from sending you running in fear.

But first, I also want to outline a few habits we recommend that can produce scary-good results as well.

Blog Financial Planning

Delayed Gratification: Good or Bad?

Oftentimes in the financial planning community, we use and hear the phrase “delayed gratification.” This is the idea that we should avoid spending money on things we enjoy today, and save/invest it, so that one day we can eventually spend it and receive the “gratification” we’ve been putting off. Dave Ramsey is famous for saying “live like no one else, so that one day you can live like no one else.” That’s all well and good, but personally, I don’t like the idea of denying myself all of the things that bring me joy or gratification. I say ignore that advice!

Blog Financial Planning Tax Planning

Fall Financial Fitness: The Basic 5 Checklist

As we fall back into financial fitness this month, we’re focusing on ways to get (or stay) on track financially for the rest of the year. This week, we’re going to layout a basic 5-step financial checklist that we believe everyone should use to guide their financial life. If you can’t check them all off, then let’s get to work!

Blog College Planning Financial Planning

Fall Financial Fitness

For many people, the start of fall corresponds with the day the kids go back to school. But for others, we know what really signals the start of fall: football season! Of course football also brings with it the need to plan for tailgates, time with family & friends around the TV cheering on your favorite teams, and any number of other vital social gatherings. 

Blog Financial Planning

Organizing Your Financial Closet

We all know a few of those people who are meticulous about organizing things, right? Some people’s closets are color coordinated, and some people have every box and Rubbermaid bin in their home labeled, categorized and stored in the order of how often they’re needed. Remind you of anyone? The truth is, this makes it easy for these folks to understand what they have, where it is, and what purpose it serves in their home.

Blog Financial Planning

Setting Your Personal Financial Benchmark

When you set a goal for yourself, whether financial, fitness or in another area of your life that you’d like to improve, how do you track your progress? Do you measure your successes against standards that were set for or by someone else? Or do you measure your success and achievements based on where you started out and where you’re trying to go?

Enjoy
the ride.

Let us take the mystery out of financial planning so you can focus on what matters most.
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