Changes Ahead: How Our Financial Priorities Shift

Changes Ahead: How Our Financial Priorities Shift

It would be nice to think that you could create a “set it and forget it” plan to manage your finances. And while something like that might work well for a while, it’s not sustainable in the long term. You’ll probably experience several changes in your income,...
What to Do When Money Feels Overwhelming

What to Do When Money Feels Overwhelming

Do you feel unclear about where your money is going but unsure of how to get a better handle on the situation? If so, you aren’t the only one – it’s a fairly common problem.  We see countless individuals and couples who don’t really know what their finances look like....
Appreciating Where You Are Right Now

Appreciating Where You Are Right Now

Managing your money well is a never-ending process. There’s always something new to learn and ways you can improve. It’s important to listen to new viewpoints and make modifications to your financial goals and budget.  But balance is also important. Sometimes, the...
Want to Change Your Money Goals? Permission Granted

Want to Change Your Money Goals? Permission Granted

A common piece of financial planning advice is to set some money goals for yourself and your family. Some popular goals are building up an emergency fund or saving for a mortgage down payment, a new vehicle, a vacation, or retirement. Having a clear financial goal can...
The Problem With Future Thinking

The Problem With Future Thinking

Financial planning often centers on the future: preparing to buy a home, having children, handling an emergency, or retiring. That sort of future thinking is extremely important when it comes to your big-picture financial plans. But too much future thinking can...