Retirement Mistakes

Top 10 Retirement Mistakes to Avoid, Ep #31

Saving for retirement often feels like the biggest and most-talked about goal of financial planning. And while there’s a lot that goes into successful retirement planning – healthcare costs, keeping track of spending, and tax planning – there are some…

Buying A Car, Ep #30

Today we’re talking about one of the larger purchases you can make: buying a car. 90% of consumers say that price is their most important consideration when buying a car, and that negotiating is the most painful part of the process. Big…

Spring Clean your Finances

Spring has officially sprung! While you may take this as an opportunity to spring clean your belongings, make sure you look at your financial life as well as it is easy for your finances to become unorganized when life gets…

Irreducible Uncertainty

Having a plan in place is the backbone of financial planning. Without it how do you make decisions? How do you know you aren’t paying more taxes than you have to? How do you know if you are financially able…

Fiduciary

Why Fiduciary Matters, ep #29

The word “fiduciary” is being tossed around a lot lately, largely because of the Department of Labor’s oncoming regulations. To help you understand the importance of these developments, we share what fiduciary advisors don’t look like, so you can choose an…

The Greatest Risk to Your Financial Success

There are a lot of risks to having financial success.  One risk is spending too much.  Even spending an extra $5,000 per year over your sustainable spend rate can have a significant impact on your long term financial picture.  Another…

Navigating Elder Care, Ep# 28

For many of us, our parents getting older is a tricky situation to navigate. How do you respectfully offer your help? Ensure they get the best care? How do you know what to do with their bills and other finances? In our first-ever…

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