5 Tips When Coming Into a Large Sum of Money
Coming into a large sum of money can be both a blessing and a curse, depending on how you deal with the financial AND emotional...
Don’t Get Ripped Off When Getting Your Taxes Done
Every year we talk to some people (either current clients or people we know who aren’t clients yet) who tell us that they were charged...
Five Tips for Tax Preparation
It’s that time of year – tax preparation season will be here before you know it! I’m sure some of you dread this time of...
10 New Year’s Financial Resolutions
After the holiday season shopping is completed, most of us find that our bank accounts are a bit smaller than we hoped they would be....
5 Steps to Take Before Buying a Home
Home ownership is not for everyone, but – for those who feel like it’s the right time to buy that certain house – there’s a...
How To Get Unstuck Financially
The road to Hell is paved with good intentions. So goes the familiar proverb, thought to have originated with Saint Bernard of Clairvaux, a 12th...
3 Tips to Help Make Sense of Your Personal Finances
For many people making sense of personal finances is equivalent to reading a foreign language. Earning a paycheck and paying bills on time are pretty...
Why You (and NBA Players) Need a Financial Plan
In recent weeks, we’ve witnessed an obscene amount of money being dealt to NBA free agents. Dwyane Wade signed a 2-year contract with the Chicago...
Tools for the Financially Wise College-Bound Parent
Today paying for college has become perhaps one of the greatest financial concerns for millions of Americans. This is completely understandable as college costs have...
Financial Planning: 5 Advantages to Starting Early
When should you meet with a financial planner? The short answer, now. When do most people meet with a financial planner? After a significant life event occurs. The event, such...
