Financially Focused Summer Reading: Books to Help Improve Your Money Mindset

Financially Focused Summer Reading - Books to Help Improve Your Money Mindset

As the temperature rises, we officially welcome back another summer season with open arms.  Summer… A glorious time to soak in the sunshine, squish your toes in the sand, relax by the water, and unwind with an enjoyable book.  It’s the perfect backdrop to shut out the daily noise and a perfect opportunity to broaden […]

Playing with FIRE: A Path to Financial Independence and Early Retirement

Playing with FIRE A Path to Financial Independence and Early Retirement

Ah… Retirement!  A golden time when we say bon voyage to our work life and hello to the essence of living, exchanging our focus on clocks and to-do lists for leisurely days and passion pursuits.  For many, we’re taught this glorious life transition occurs at age 65, and until then, we must work hard, save […]

Certified Divorce Financial Analyst: What’s a CDFA® and why do I need one?

Certified Divorce Financial Analyst What’s a CDFA® and why do I need one

Sadly, not all stories end happily ever after and divorce, often cited as one of life’s most stressful events, is a real chapter for many; one that is wrought with both emotional turbulence and complex financial challenges.  In fact, you may be surprised to learn that, roughly one-third of marriages within the United States end […]

Retirement Myths: 6 Common Misconceptions Revealed

Retirement Myths 6 Common Misconceptions Revealed

When you think of retirement, what comes to mind?  Serene beachfront properties?  Endless rounds of golf?  Adventures traversing the globe?  Limitless time for family and hobbies?  Or perhaps you’re a go-getter, one who sees retirement as their second act, whether starting a business or taking on an enjoyable part-time job?  Whatever your retirement dream looks […]

Year-end Financial Checklist: Five Key Considerations Before Ringing In The New Year

Year-end Financial Checklist: Five Key Considerations Before Ringing In The New Year

As the countdown to 2024 begins, our mind naturally gravitates toward goals, whether it be personally, professionally, or financially.  For many, year-end is a time of reflection.  We look back to what’s been achieved thus far and begin setting our sites on new ambitions.  It’s also an ideal time to take a temperature of your […]

Five Things to Consider When Choosing a Financial Advisor After Divorce

Five Things to Consider When Choosing a Financial Advisor After Divorce

On the day we say, “I do”, we look lovingly into our partners eyes and think our love will last forever.  We secure each other’s wedding ring into place and together embark on a new journey, one that’s filled with hopes and dreams for what’s to come.  Unfortunately, not every story has a happy ending […]