Financial planning blog

Thanks for the kind words about last week’s Periscope, This 4th of July, Take a Hike. This week, I’d like to give you a few updates, but first I’d like to pose a question and spark a conversation. What event would you like to attend? What topic would you like us to cover at a...Read More

This week, we host Director of Crime Prevention Programs of Jefferson County 1st District Attorney’s Office, Cary Johnson, to teach us about keeping our identities safe from those who would do us harm. Consider joining us on Wednesday, June 12, 2019 at 11:30 AM. Recently, the list of companies that have been hacked includes Marriott/Starwood,...Read More

Planning, the simple act of planning, not even following a plan, creates money. In fact, even if you create a plan and don’t follow it, you still end up with more money. So say the researchers. (1,2,3) On the other hand, when I say the word “money,” your brain shuts down and your emotions shoot...Read More