Finding The Balance Between “Needs” vs. “Wants”

The question of what you “want” vs. what you “need” can be a tricky discussion filled with hidden dreams and pent up anger. Your feelings over this question might range from guilt to gratitude, battling between your adult brain and your inner child. The adult holding closely to gratitude for health, shelter and security, while… Continue reading>

When the World Feels Out of Control, Focus on What You Can Control

For those suffering from post-election PTSD or other feelings of worry, despair or emotional upheaval, your pain is shared throughout the country and the world. However, for the sake of your emotional health and your ability to pilot the controllable factors in your life, it’s important to shift to another focus periodically. Fear and worry… Continue reading>

Avoiding Tax Disaster—Beware Of These 4 Common Tax Scams

The “Dirty Dozen” list of Tax Scams for 2017 has been released by the Internal Revenue Service. Inside this list resides some all too common and devastating tax horrors of which to be aware and vigilant. The top 4 most common tax scams are: Phishing, Phone Scams, Identity Theft and Return Preparer Fraud. Let’s take… Continue reading>

When It Comes to Your Money, Does the Truth Hurt?

“We’ve been arguing about this for year, and here we are in our 50’s. It’s time to stop!” Laura said empathically. Paul’s downcast eyes and silence spoke volumes. Laura continued, “We’ve worked with several advisors who have tried to help us invest our money in a sensible way. Then whenever the market goes down, Paul… Continue reading>

Don’t Have A Retirement Plan Yet? Here’s Where To Start

When it comes to retirement and planning, I’ve heard them all: “I love what I do. I can’t imagine doing anything else.” “I’ll never have enough money to retire, so I’ll work until I die.” “I have no hobbies, so I might as well work.” “I’d be bored outta my skull if I didn’t work.”… Continue reading>

Dealing with Financial Woes During Life Transitions

Life transitions bring change, challenges and the possibility of transformation. Transitions come about in many ways: the birth of a child, loss of a job, retirement, prolonged illness or death of a loved one, to name a few.  Each transition presents an opportunity for growth, resilience and a broadening of personal capacity.  But it all… Continue reading>

Managing Your Money When You Lose Your Job

Losing your job can feel like falling into an abyss—and then having to drag yourself out on your belly through broken glass. And that’s before you even start thinking about the financial implications of having your primary revenue stream cut off. So while you’re searching for your next gig, here are a few tips to… Continue reading>