May 22, 2018
When was the last time you talked to your kids about money? If you’re like many parents, the thought of having a money talk probably sends you into a cold sweat – even more so than having “the birds and bees” talk. When should you start the conversation? The...
Nov 20, 2017
I have recently been trying to support a handful of clients, and my employee, Paige, in finding a decent solution for health benefits. If you work for a large company, you are set. But if you work for a small business, the landscape is pretty dreary. As a finance...
Aug 9, 2017
For most of us, our money behaviors are hereditary – that is, we often model our own behaviors after one or both of our parents’ money behaviors. Or we were so affected by our parents’ negative money behaviors, we spend our lives trying to do the exact opposite. When...
Jun 14, 2017
Every dollar you spend and invest has an impact on you, your family, the environment, our community and to some extent, the world—and the impact can be positive, negative, or somewhere in between. Your Spending Choices Have an Impact Do you choose to spend your money...
Sep 21, 2016
Each month, our goal is to write about a topic that is both relevant and educational. This month is a little different as we are writing about “the changes we wish to see in the financial services industry” – using our own business model...
Aug 15, 2015
social impact The power of philanthropy, nonprofits and government have been used in the past to drive social change. While these resources have made significant strides, they may not be enough to solve some of the world’s toughest problems.The ever-growing...
