Category: Planning

As the weather warms, it is hard not to think about all that spring can bring. It is also a popular time for “spring cleaning” as you open your windows and doors to refresh your home after a long winter. In this season of renewal, you may also look to spruce up your personal habits as well, including organizing your finances.  Take Inventory  Too many accounts […]

When the stock market is near all-time highs, smart investors feel confident as they reflect on the strategies that have made them successful.  As their wealth has grown, they have benefitted from many of the advantages of savers. This includes buying the dips, rising income and savings, and tax-free growth in their retirement plans. However, […]

There have been many terms used to describe this past year. The most common of which being “unprecedented”. As the year turns over, many of us are looking forward to 2021 being a new year full of possibility and new beginnings. Even more so than in years past. While this positive outlook is a good […]

How has your year been? October starts the fourth quarter of the year. In the business world, top companies kick off “Q4” by gathering together their leadership teams to assess what’s gone right this year, what’s gone wrong, and what steps they can take to finish the year with strong forward momentum. My partner, Katie Brown, […]

In middle school, I took a class in home economics that taught me skills to run a household like a tight ship. I learned to sew (a sweatshirt) and cook (using baking soda when I should have used baking powder). My teacher, Mrs. Phelps, knew a lot about managing a high intensity household as her […]

Do you have a date set for when you will retire?  Maybe it’s the day you turn 65, or maybe when you are eligible for your full Social Security benefit. Whether it is imminent or still a few years off, you have probably thought hard about how to prepare your family and your finances for […]

The medical response to COVID-19 is underway. Social distancing is the order of the day. Congress and the Fed have weighed in. Now, your professionals get to work. Among those professionals, the accountants, financial advisors, and attorneys are leaping into action to help small businesses and families. I have received e-mails and outreach from the […]

All you can take with you is that which you’ve given away Peter Bailey in “It’s a Wonderful Life” The journey from Thanksgiving to New Year’s Day is a sprint this year. A dash from expressing gratitude over turkey in November, to giving generously in December, to new beginnings in January. I don’t know of […]

Do you know someone who has floundered when they walked away from work?  Think of that person you know whose identity was tied up in the ‘uniform’ that they wore for so many years. A suit and tie or the company colors. They identified closely with their role on a team or their status among […]