Living in an increasingly paperless world has its benefits, but when it comes to records retention, does it make a difference? Sure, digital recordkeeping on the cloud means more storage space, easy access, and less vulnerability to inadvertent destruction. But the...
Articles
So You Want to Buy a Vacation Home . . .
Although the idea of having a permanent “home away from home” may sound appealing, purchasing a vacation property isn’t something to be entered into lightly. If you’re considering this major commitment, here are some important questions to ask yourself. What’s your...
Sticking to Your Financial Plan During a Life-Changing Event
Everyone experiences life-changing events – lots of them. According to Bruce Feiler, author and researcher, major life changes tend to occur every 12-18 months, while what he refers to as “lifequakes” occur three to five times throughout a person’s life. These massive...
The Complete Guide to Holistic Financial Planning
When you think about your future and what you want to achieve, you might not see a definitive path – yet. With a financial plan, preparing to navigate the uncertainties of life in pursuit of the financial goals you want to accomplish becomes clearer, easier and more...
Defining the Ideal Advisor-Accountant Relationship
When it comes to reaching your financial goals, the easiest way to get there is by working with the right team of professionals and advisors. But when building their teams, many people make the mistake of keeping their support systems siloed. More specifically, they...
Your Guide to Assessing a Compensation Package
Landing a new opportunity for employment is incredibly thrilling. You’ve done the hard work of finding the right job and the right company to work for. The time and effort you spent in the interview process impressed your new colleagues and settled any debates about...
Emergency Funds: Preparing for the Unexpected
Many people don’t understand the importance of establishing and maintaining an emergency fund until it’s too late. Are you financially prepared for a leaky roof? How about a broken-down car? If you lost your job, how long would you be able to support yourself and your...
Getting Your Ducks in a Row Before Your Next Big Purchase
Any big purchase can feel both exciting and overwhelming. A new home, car, or even a replacement for that old appliance can mean the end of inconveniences and headaches, but might also leave you wondering, “Can I really afford this right now?” Getting your ducks in a...
Budgeting: How Much Do You Really Spend?
The amount that you spend is a critical aspect of planning for financial success, but determining this number is easier said than done. You can get a ballpark idea by trying to…
Setting Yourself Up for Success When Choosing an Advisor
Finding the right financial advisor is like finding the right tailor to fit a new suit. You might need to try a few different people before you find exactly the fit. Once you connect with that person who understands your wants and needs exactly though, it’s the start...