Do You Need a Budget in Retirement?
Do You Need a Budget in Retirement? You saved diligently, invested carefully, and now you have a sizeable nest egg that can most likely replace 80% of your pre-retirement income. Why should you go through the tiresome process of creating a budget? No matter how...
The College Payment Puzzle for High-Earning Families
The College Payment Puzzle for High-Earning Families Aug 30 It is amazing the path my family has been down sending my own children to college and experiencing the rollercoaster ride of emotions and financial decisions that needs to made. Thankfully this experience...
Being Intentional through Budgeting and Working with an Advisor
I often get questions about budgeting and it usually brings about an emotional response. Either people don’t like to share how they are budgeting or perhaps they may not have all the know how in how to effectively budget. Either way when I help guide and...
Covid and the Elections
Covid and the 2020 Elections Less than one week until the elections and the number of cases have risen. These are the headlines we see all of the time which may have you question what you are doing with your wealth. Scary to think about sometimes, but when it...
