If you’re one of those people who wracks your brain trying to figure out the complexities of saving for the future, take a moment and listen to the wise words of a sage voice from the past: martial arts legend Bruce Lee. To me, the extraordinary aspect of martial arts lies in its simplicity. The […]

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Warren Buffett is sitting on a ton of it. Apple has more of it than the U.S. and Canada combined. We’re talking, of course, about cash. And even though some people feel cash is often king, does it make sense to hold it in your portfolio? Despite holding $90 billion in cash, “The Oracle of […]

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Every generation must lug around its own figurative baggage. For millennials, the stereotypes include an addiction to selfies and an inability to escape from mom and dad’s basement. But these are, of course, just stereotypes. When it comes to managing money wisely, saving for retirement—even becoming millionaires while they’re young—millennials may have a leg up […]

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In a recent article, we considered the decision of whether to buy a home or continue renting. The answer may partly depend upon how much value you place on stability and planting roots versus flexibility and mobility. Buying a home is still part of the American dream, and with interest rates still low and housing […]

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Got your eye on a new roadster to celebrate the emptying of the nest? Or maybe your growing family is in need of a new SUV? Better wait until the end of the month to take advantage of those bargains, right? Not necessarily. Auto insiders say car buying has greatly changed in the past several […]

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If you’re new to the wedding game or have been living under a rock, this may shock you: Weddings can cost an exorbitant amount of money. Time, too, if we’re being honest. And who hasn’t figured out in this day and age that time is money—real money. The bigger issue might be this: Is it […]

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If you’re single and middle-aged, you might not be saving enough for retirement, a new survey shows. Less than one-third of single Americans (29%) rate themselves as very financially secure, versus 43% of married individuals, according to a TD Ameritrade “Singles and Money” survey of 1,000 unmarried and 1,000 married adults ages 37 and older. The […]

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Do you have some financial goals in life? Want to buy a house? Send the kids to college? Retire? To help fulfill those dreams, you need a financial plan. Maybe you’re already having a hard enough time figuring out what’s for dinner. Never fear; we can help you create a financial plan. Let’s take a […]

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Thinking about remodeling your home? Join the club. And yep, it’s all about the kitchen and the bathroom. In 2015, homeowners spent a record $340 billion on home improvements, maintenance, and repairs, according to a recent report from the Joint Center for Housing Studies at Harvard University. Surveys from both the National Association of Realtors (NAR) and […]

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Ah, the new year! It’s a chance to hit the “reset” button; to make a fresh run at those things we’d like to do better. And for many of us, financial planning is at or near the top of the list.  First question: Do you have a budget in place? Are you tracking what goes […]

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