Will I Be Better Off?
Will I really be better off paying you than I would be doing this on my own? This is a valid question we frequently hear from planning clients who have enjoyed working with us on an hourly basis, but are…
How to Keep Health Care Costs Down
Last month I had the pleasure of attending the NAPFA Conference in Phoenix, Arizona. The weekend before I left my 3-year-old was sick with a stomach virus. I was scheduled to leave on Tuesday and by Monday morning he was…
Should I Buy Long Term Care Insurance?
This is a topic we discuss with our clients regularly. With an aging population comes increased options for retirement living, assisted living and nursing care options. Along with increased options come increased costs as well which can be exorbitant in…
5 Important Financial Strategies to Consider After the Death of a Spouse, Ep #56
Allison Berger and Grace Kvantas are stepping in for Mike this week. In our conversation, we discuss how to navigate through a life crisis, specifically financial considerations after the death of a spouse. It’s hard to think financially after such…
Ep 51 – Financial Savvy For Women: The Top 10 Tips, with Allison Berger, CFP® and Grace Kvantas, CFP®
Studies show that most women don’t think of themselves as having financial savvy. Honestly, it’s a very sad situation but one that is improving as years go by. In this conversation, you will hear some of the latest statistics about…
Waste Not, Want Not
Most of us have many hidden talents. My husband can strategically pack the dishwasher full of nearly all the dishes in our kitchen and everything will still come out clean. One of my hidden talents is the ability to squeeze…
What to Do About the Equifax Security Breach
While most of us were watching the path of Hurricane Irma, another big news story surfaced last week. Equifax, who most of us use to run annual credit reports, was victim to a cybersecurity incident potentially impacting 143 million Americans. …
The Art of Making Money Plenty
The Art of Making Money Plenty in every Man’s Pocket, by Doctor Benjamin Franklin hangs in my office. It’s a frequent reminder of the simplicity of building wealth and security in today’s complex world. The full text reads: At this…
The Bottom Dollar Effect and Moments in Motherhood
It’s hard to believe the summer is almost over and kids will be going back to school soon. A few weeks ago I bought my son new school uniforms for the fall. There is one store in the area we…
Financial and Physical Fitness: They don’t have to be mutually exclusive
Working with clients to improve their financial futures and optimize financial fitness has become a passion for me over the years. While I have always loved working with people and solving math problems, until a few years ago there was…
