ABCs

ABC’s of Financial Planning

Last week we discussed some common financial planning mistakes that even financially conscientious people make. With as complicated as our financial lives can be, it’s understandable that we sometimes lose focus on the main parts of our plan and simple things end up slipping through the cracks. When you find that happening, take a step… Continue reading ABC’s of Financial Planning

ABCs

5 Common Planning Mistakes You Can Easily Fix

Sometimes progress is as much about knowing what NOT to do, as it is about figuring out what to do. The path to growing wealth takes some basic building blocks, but it also requires avoiding certain mistakes along the way.  You may not think a lot about it, but small missteps can have big, negative… Continue reading 5 Common Planning Mistakes You Can Easily Fix

ABCs

3 Reasons to Wait to File Your Income Tax Return

When working with lumber, the hard and fast rule my father and uncles taught me was to measure twice, cut once. You should treat your tax return the same way. Every year I see people hurry to file because the IRS owes them a refund. So they file their taxes immediately to get their money… Continue reading 3 Reasons to Wait to File Your Income Tax Return

ABCs

Five Financial Ways to Say, “I Love You”

There are countless ways to say “I Love You” and some of them involve money and gifts. But the topic of money is probably not one of the sweet nothings that get whispered into ears on Valentine’s Day. As an advisor, I see that money can actually be the cause of friction in relationships too.… Continue reading Five Financial Ways to Say, “I Love You”