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How Much Do I Owe You?

May is a great month for so many reasons – beautiful weather, the kickoff of summer and best of all 11 more months before we have to file taxes again!  As sure as May is to bring us reasons to smile, April can be a little more moody.  Rain and persistent cold can pop...

The Solution to Maintaining a Budget is Awareness

(from Carl Richards’ in the 4/25/2016 New York Times – click here for the original post. Carl Richards is a financial planner in Park City, Utah, and is the director of investor education at the BAM Alliance. His latest book is “The One-Page Financial Plan: A Simple...

It’s Worth It

Wills, living wills, health care powers of attorney, beneficiary designations, and trusts – these are terms you probably recognize from every article that’s ever been written on estate planning.  For most people, estate planning is on the nagging list of...

When Out of Order Works Just Fine

When meeting with clients, the first item on our agenda is to ask if there are any pressing issues, concerns, needs or major changes they have experienced since the last time we met. These questions often lead to discussions that relate to some other part of the...