With the first half of the year in the rearview mirror, summertime is a great chance to touch base. A mid-year financial review can help to take stock of your accomplishments thus far and uncover any needs for adjustments. It's important to regularly evaluate your financial situation, and a small investment of review time can help ensure you're on ...
Financial, Investment and Estate Planning Blog
Budgeting is one of those activities that can pay dividends – literally! However, building and sticking to a budget can be daunting, particularly as you try to align categories with your real-life spending. Is Chipotle a want or a need? What about Starbucks (just kidding, it's absolutely a need).Whatever tools or methodologies you decide to use, al...
At some point in life, you'll be in the market to buy something that costs big bucks. No matter the purchase, sometimes the decision can be hard to make. Here are three things you should ask yourself before you spend your hard-earned money: Is it needed? Impulse-buying is more frequent than ever before with ever present smartphones and online shopp...