Category Archives: Fee-Only Financial Planning

Tweet Spring is officially here….finally!  Even though yesterday looked more like January with blowing snow, the calendar says it is spring. With spring comes spring cleaning.  We should also look to do some tidying-up in our financial world, as well.  Here are a few tips to spruce up your 2014. 1. Complete your taxes! If you haven’t already filed your taxes, get … Continue reading →

Tweet Have you noticed a shift in our culture?  Doesn’t it seem we are developing a culture of conflict and debate? Maybe every generation can say the same, but it feels as if we are spending more and more time arguing and debating than working together towards a common goal. Turn on a news network and you’ll hear one person verbally bashing … Continue reading →

Tweet I have been meaning to write a post outlining the role and the benefits that my virtual assistant, Kathy Watkins, brings to my practice and, most importantly, to my clients. But rather than writing it myself, I decided to ask Kathy to tackle this topic. So, today’s post is a guest post from Kathy….who by the way, is a real asset … Continue reading →

Tweet We have all faced times in our lives when we realize we aren’t doing what we should be doing. Financially speaking, this sentiment drives people into my office. Most often people realize they aren’t doing as well as they should or they simply don’t know what they should do. Outside of my office, I know there are plenty of folks who … Continue reading →

Tweet How many times have we heard not to put all of our eggs in one basket?  We’ve been taught that idea since we were children, even if we didn’t know it.  Don’t play just one sport, have many friends, and focus on many subjects in school.   Most often this strategy is sound.  Especially as adults, we know that this certainly is … Continue reading →