Financial Infidelity

What would you do if you discovered that your spouse had a secret credit card and that he/she racked up over $30,000 in charges? Money problems are often cited as a leading reason for divorce. Let's explore one money problem in particular—financial infidelity.... Read More

Start feeling confident about your finances

As a financial planner, I work primarily with early and mid-career professionals. So, as you can imagine, I field many questions from my clients. But, believe it or not, there are two repeat questions I receive that tell me everything I need to know about a person’s mindset.... Read More

Retirement: Your Three Numbers

Preparing for retirement is an exciting yet nerve-racking time. It takes years of preparation, planning, and execution to pull it off. But before putting in your two-week notice, there are three numbe... Read More

Is Your Financial Goal Only a Wish?

Are you a goal setter? If not, it’s time to start daydreaming. What do you want your life to look like in five years…or in 25 years? A Harvard Business study found a direct correlation between goal se... Read More

What Should I Do With My Inheritance?

Several sources suggest that Baby Boomers hold over 50% of the nation's wealth. In 2021, that generation will be between the ages of 57 and 75, setting up what has been named "The Great Wealth Transfe... Read More

Great Parents, Bad Savers?

“Sandwich Generation”:  Simultaneously caring for children and parents.  What if your parents have not saved enough for retirement? According to the Schwarz Center, close to 20% of Americans retire wi... Read More