There are often many important questions around how to invest money in your 401(k). For most of us, what we are able to accumulate in our 401(k) during our working…
Bucket number 3 is money for retirement. This is a bucket we all hope to get started on as soon as possible. Getting started with bucket number 3 at an…
Money we have in bucket number one is for rather near term financial goals. Because of the short horizon to these goals, they should be invested in a safe manner….
Without a plan it’s easy for things to get out of hand over the holidays. Here are some simple steps you can take to make sure all of your gifts…
I have the opportunity to review client spending patterns regularly, and it’s one of the most important exercises in our client process. Very few of us voluntarily want to discuss…
For many of us, our house represents a significant portion of our net worth and mortgage payments dominate our monthly cash flow obligations. Therefore, the way we purchase and finance…
We’ve had some great budgeting discussions with some our clients recently. If you work with us, you know we regularly update cash flow statements. Knowing your “burn rate”, as we…
As earnings season cycles around again, publicly traded companies will release results for last quarter and for the year-end. Smaller, closely-held companies are busy too as many close out their…
Putting your child on an allowance is a critical step towards their eventual financial independence. It’s important to keep this future goal in mind when devising an allowance strategy. The…
Disposable is a terrible descriptor for excess income. If we’re not careful, the excess income we earn over what we need can become a trap. More often than not, we’re…
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