summer financial planning


Many people resist creating a budget, but this is an important tool to keep track of our finances. We often say to ourselves, I need it even though we actually mean I want it. When we decide to create a budget, one of the first things to consider is whether each item is a need […]


Do you know when you can retire with enough resources to be comfortable? This might seem like an easy question to answer, but there are many factors that can influence your response. Among these factors are the amount of money you are investing each month, the return on that investment, current market trends, current and […]

Take a Break from the Summer Sun

During the warm months, our thoughts turn to the great outdoors whether it be those summer home projects or welcomed vacations. We tend to forget other activities that we often leave for fall and winter. We are just past half way through the year so it’s a good time to review your investments and your […]


So, you are taking your summer vacation. Enjoy the mountains or the beach or the lake. Maybe you are headed to a foreign, exotic destination. You and your family deserve the break but don’t let your vacation break your bank! According to a 2017 survey, 74% of people say they’ve borrowed to pay for a […]

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