Not that long ago, words like “retirement” and “caregivers” weren’t part of our vocabulary. People worked until they could no longer physically do so and then died shortly after. Generations of families lived together, so Grandma took care of the…
No, the title isn’t a typo! Recently two concepts have been in the news that make me ponder how much small change can change your future. The first is a poll conducted by YouGov Omnibus in January of 2018 which…
A term we financial planners throw at our clients a lot is Asset Allocation. What does that even mean? Well, it’s only the most important decision you make with your investments! Asset Allocation Asset Allocation is simply the percentage…
Well, these are more like quotes about motherhood, but what better time of year to share them? Happy Mother’s Day! “Mothers of teenagers know why animals eat their young.” ~ Author Unknown “It would seem that something which…
I’m happy to welcome back Certified Nutritionist and author of A Fresh Wellness Mindset, Tam John. Our theme this month, in honor of Spring Cleaning, is Streamlining, both physical and financial wellness. Let’s start with Tam’s 3 tips to get…
Welcome to Part 3 of my interview with Dr. Alec Baker of Peak Living Psychology. To finish off Dr. Baker’s interview, I wanted to end on a positive note. KS: What are some shared characteristics you see of individuals…
