Archive | Family Finances

Andy gas mask

Go forth and spend well- tips to send off with your kids

Labor Day is a bittersweet holiday, isn’t it?  The end of the summer, squeezing in the last bits of fun and adventure, all the while looking forward to the return to normal structure September brings.  I love the leisurely pace of summer but by the end of August I can’t wait to get back into […]

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Stethoscope and piggy Bank

7 Signs You’re a Paradigm of Financial Health

I recently had the pleasure of helping Lisa Scherzer with an article she wrote for Yahoo Finance about ways to tell if you are financially ahead of the game. Here’s one of the ways she wrote about: “1. By age 40, you’ve accumulated 1 to 3 times your annual income. Many financial advisers use age-based […]

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Photo Credit: Today is a good day via Compfight cc

Kiss and Tell Before Tying the Knot

Ah Valentine’s Day…   a day for love, flowers, candy, and marriage proposals.  To all the newly minted fiances (and the veteran fiances):  after you’ve made it Facebook official, take a minute to read about some more mundane considerations here… After all, while you may be thinking of wedding plans, you are also planning a life […]

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Ornament by Linzy

Taming the Holiday Spending Monster

When you first saw the Christmas decorations appear in the stores this year, what was your reaction—joyful anticipation of warm, loving times spent celebrating with your family, or that sinking feeling inside, reminding you of all the work, money and stress that go along with the Christmas season?  If you’re in the former group, congratulations!  […]

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Part 2A & B of Form ADV: Firm Brochure