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3 Common Questions From Newlyweds

Behold, wedding season is officially upon us, and as we are booking tickets to our friends' (or our own!) weddings, I wanted to talk about some common questions that we hear from newlyweds when working with our team. We've talked before about the differences we often see…

Plan vs. Planning

When it comes to financial planning, it bears repeating that there is no one-size fits all approach. Each of our clients, whether just out of college or just retired, brings to us a unique set of challenges, goals and needs. That's why we take the time to sit down and get to…

Personal Training for Your Finances

A neutral third party is a good idea in many situations - right? Take personal training. Telling my significant other to work out more and eat better probably wouldn't go over well, would it? She'd either ignore me, take offense, or get mad. Really mad! But a personal…

3 Ways Newlyweds Can End the Year Financially Strong

It's safe to say that 2016 has been an unusual year. From celebrity deaths to wacky election stories to creepy clowns roaming the streets, there hasn't been a dull moment. But perhaps the most newsworthy happening in your life was that you got married! Congrats! Now, let's…

You Just Tied the Knot - Now, Who's Handling Your Finances?

Last week, we talked about some of the reasons why a recent graduate or young professional just starting out might need a financial planner. Today, I want to talk about why a newly married couple might want to hire a financial planning team. According to research by the…

You've Just Tied the Knot - Are You Insured?

So you've just walked down the aisle and said forever to your beloved. Congrats! Chances are you've either moved in together or purchased a home, and are now working as a financial team more than ever. With marriage, things do tend to get a little more complicated - guys,…