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5 Christmas Spending Traps to Avoid

December is officially upon us and the Thanksgiving turkey leftovers are almost gone. That means the holiday shopping season is now in high gear, with marketers and advertisers bombarding us from every direction with deals, coupons, hot items and zero percent interest…

3 Ways Growing Families Can End the Year Financially Strong

Does anyone else remember that TV show called Rugrats that aired a couple decades ago? I caught a few episodes on Netflix recently and it struck me how many of the jokes I missed as a kid! But it got me thinking about the parents we see here in the office who may not be…

Your Family is Growing. Who's Holding You Accountable to Your Financial Goals?

For the last two weeks, we've been discussing why you need a financial planner at the various stages of life that we all go through. Read more about financial planning for young professionals here, and about hiring a financial planner for newlyweds here. Today, I want to…

We Know This is Obvious - Read it Anyway

Yes, today we're talking about life insurance needs for new parents, and yes, we know this seems pretty obvious. That's because it is - if you are a parent, you need to be insured. However, despite the fact that most parents are aware of the fact that they need life…

Financial Organization for Busy Families

We've seen several couples and growing families in our office lately who are in that "in between" stage of life: They've committed to careers, have established their employer-sponsored retirement accounts, made that first major home purchase, and are busy working hard in…

Talking to Your Kids About Money

When it comes to your kids and talking to them about money, you might have as many questions as to when you should start the conversation as you do about what to say. As a financial planner, I probably erred on the side of talking to my sons before they could really…