Kicking the kids off the family dole; helping adult children become financially independent
Determining when to kick a kid off the family dole en route to becoming financially self-sufficient isn’t easy. It can start with a conversation about goals.
Putting some bounce in your step
Don’t let a financial setback be as uncomfortable as shoes that are too small. Read how to bounce back.
Client & Friends Appreciation Event – August 24
RSVP for our Annual Clients & Friends Appreciation Event!
Defining your next specific action can help you achieve your goals
Many financial goals are fairly broad or generic such as building cash reserves, retiring or paying for a child’s college education. Unfortunately, there are many distractions that keep us from ever refining and achieving our goals. Taking a cue from personal productivity guru David Allen, the key to achieving any of these goals is defining…
Financial Market Overview – Q1 2017
A few comments on the Financial Market performance for Q1 2017
Save more without spending less
Here are a couple of strategies from Justus Morgan that can help you accomplish the goal of saving more without spending less in the process.
What a market top looks like
The markets have gone up and up and up, and we all know that they won’t go up forever, which means there’s a correction looming somewhere on the horizon.
Be alert for possible phone scammers
Don’t fall victim to phone scams. It’s easy to do and the scammers know how to trick you into providing responses and information that you don’t want them to have!
Watch.Listen.Read. – January 2017
Here are Justin’s picks for what to watch, listen to and read.
Levers for reducing investment risk
There’s little you can control about the stock market. Learn about a couple things you can do to reduce your investment risk.