Insights

Planning is vital but execution is the key to success.  It is easy for some of us to dream of our ideal retirement phase of life – great health, plenty of income, travel the world, etc.  However, we spend too little time in the planning process and too much time in the dreaming phase. 

it is worth taking time to discuss several core money principles before a child leaves home. The lessons in this article can help young adults begin this next stage of life with greater confidence and preparedness.

This chapter of our story is unfolding as my husband steps into a new career position at a different school. It’s a positive move for our family, but it’s also a reminder that real life doesn’t pause just because we finally feel like we have a plan.

From a financial advisor’s perspective, early summer is the ideal time to pause, assess, and realign your financial strategy before the year slips away.

Buying a new house is exciting, but it is also a big financial step. Before you start exploring the options for your new home, it is important to look closely at your finances.

Putting your life on hold in hopes of reaching your goals faster is not always worth sacrificing the experiences and moments that make life meaningful today.

It’s easy to justify spending side hustle money because it doesn’t feel tied to the normal responsibilities of your paycheck. It feels separate. Fun. Almost like bonus money. But over time, I’ve realized that side hustle income can become one of the most powerful tools for creating financial progress if you use it intentionally.

For those of us between the ages of 40 and 55, this stage of life can feel especially complex. We are raising teenagers, helping children through college, and beginning to take on financial responsibilities for aging parents. These “sandwich years” can stretch finances in multiple directions, but they also present an important window to strengthen long-term financial security.

If you feel you owe too much in taxes or have questions regarding the time or the filing of certain taxes, call us today!

“It is better to be a meaningful specific than a wandering generality in life,” said Zig Ziglar. How right he is about a fulfilled life! As the new year begins, you have an opportunity to begin anew as well. Think about the accomplishments you wish to attain in life. What are some of the biggest challenges you face that are holding you back in life? Make those “speed bumps” of life a smoother surface by facing them head on.