Category: Personal Finance

5 Steps to Take Before Buying a Home

Home ownership is not for everyone, but – for those who feel like it’s the right time to buy that certain house – there’s a...

Wedding Financial Tips: A Survivor’s Guide

It’s that time of year again: wedding season. These few months are full of joyous moments to celebrate love with your family and friends. Between...

How To Get Unstuck Financially

The road to Hell is paved with good intentions. So goes the familiar proverb, thought to have originated with Saint Bernard of Clairvaux, a 12th...

3 Tips to Help Make Sense of Your Personal Finances

For many people making sense of personal finances is equivalent to reading a foreign language. Earning a paycheck and paying bills on time are pretty...

Why Are Federal Long Term Care Insurance Premiums Rising?

Last week we met with a long-time client who retired from the federal government. Prior to retiring, she had the foresight to purchase the long...

Why You (and NBA Players) Need a Financial Plan

In recent weeks, we’ve witnessed an obscene amount of money being dealt to NBA free agents.  Dwyane Wade signed a 2-year contract with the Chicago...

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