financial planning

2 New Apple Products That Could Save You Money

2 New Apple Products That Could Save You Money

Apple held its annual spring event at its headquarters in Cupertino, California, on Monday, March 25th. Two of their new products are particularly interesting from a personal finance perspective and could save you some money.

Why Thanksgiving is My Favorite Holiday

Why Thanksgiving is My Favorite Holiday

Thanksgiving is a major operation!! Much like financial planning, you better have a plan if you want to enjoy reaching your goals.

Financial Checklist for Expectant Parents

Financial Checklist for Expectant Parents

Becoming a parent is one of life's biggest joys and responsibilities.

14 Questions to Ask a Financial Advisor Before Investing

14 Questions to Ask a Financial Advisor Before Investing

It’s not easy finding a financial advisor. He or she needs to be someone you can trust with your hard earned money and you need to feel comfortable speaking candidly with them about your concerns, wants and needs. Asking these questions can help you decide out if this person is a good match for you and your family.

The Financial Mistake You Don't Realize You Are Making?

The Financial Mistake You Don't Realize You Are Making?

I was talking with a family friend, who’s retired, about how she was managing her affairs. She felt confident that all was well. She and her husband had recently updated their will. I nodded with approval,

Why Would You Pay More For Xfit Each Month Than a Financial Advisor?

Why Would You Pay More For Xfit Each Month Than a Financial Advisor?

To stay healthy we pay ~$150/month for Crossfit or Yoga. Now you can have your own personal advisor working with you to ensure you meet your financial health goals, for less than your monthly health studio membership.