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...
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...
True Wealth is a concept that we discuss at the office periodically. Really when it comes down to it, is one of our core philosophies as money managers. Now I’m not talking about just having a lot of money. This may or may not play into it, but it is really more along the lines of an overall money management philosophy. It is very possible...