Financial planning isn’t something that most people do on their own. As they say – teamwork makes the dream work, and your team should be made up of several
Part of getting into the holiday spirit sometimes goes hand-in-hand with getting into holiday debt. But it doesn’t have to be that way! Below are some ideas on
Wouldn’t it be wonderful if the day after an election…we knew exactly who had won and what was going to happen next?
As I write this, two weeks after the
You’ve received the sad news that you’ve lost a loved one. You’ve also learned that you are the beneficiary of some assets. Now what do you do?
A client of mine called because their budget wasn’t working, and they were coming up short every month. This was eating into their cash reserve. When we
It’s quite possible that when you thought about retirement in your 40s and 50s you did so with a sense of anticipation. The free time! You’ll get to do whatever
The last couple of years have seen some big changes in the real estate market; Covid, low inventory, and rising interest rates are just a few of the things
With all the ups and downs of travel being reported in the news, we decided to talk to travel agent Lisa Bennett with Expand Your Horizons Travel about what we