Financial Planning


Mar

31

2017
Lifestyle Creep and How to Avoid It

Lifestyle Creep and How to Avoid It

No I’m not talking about the plot of a scary movie.  Though the idea of Lifestyle Creep could possibly be a Hollywood Blockbuster.  I’m talking about the idea that over time, as we earn more, we spend more, oftentimes without consciously making the decision.  The trouble with this is that it occurs without us noticing.  The only way to combat it is to have a...

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Mar

17

2017
Health Savings Accounts

Health Savings Accounts

There are multiple benefits to putting away funds into a Health Savings account.  If structured and utilized properly, these accounts can be an important part of a total financial planning strategy.   There are some rules and regulations to be aware of when evaluating the merits of utilizing Health Savings Accounts as a part of a comprehensive financial plan.  Depending on individual circumstances, the health...

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Feb

17

2017
Budget Secrets Unraveled

Budget Secrets Unraveled

I have a secret.  I am a financial advisor that absolutely despises the word “budget.”  No, I don’t mean that I disagree with the concept of having a plan for your spending.  That is a good thing.  I mean the word itself.  It sounds confining.  It sounds like you will never have fun. Ever again.  To me it sounds like oatmeal. (I don’t have time to...

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