Sin limites means limitless in English. It’s also the name of a nonprofit organization that has been created to enrich the lives of the Guatemalan people. What we take for granted every day in our country, even during a pandemic, is often a struggle for those...
I left my previous firm of 23 years. It was a huge move to make, one that required an exhaustive amount of planning, timing, and frankly some luck. Driving this move was my beliefs, vision, and passion to serve clients in a manner that did not require product quotas...
Tricks: (Don’t start doing these things – or stop if you already have). Borrowing more than necessary Confusing volatility with risk Mixing politics with your investment choices Assuming your 401k alone will provide you the lifestyle you desire when you repurpose your...
Open enrollments will begin for many companies in the coming weeks. In an effort to be prepared before your window opens, consider reviewing the following outline. This may allow you to organize your “insurance” choices in advance before your employer’s enrollment...
I wrote about teenagers & money, part one, here. This is a follow up on how to approach a conversation on money and spending with your teenager. Clearly, this is a different summer for many families. Teenagers who have jobs are fortunate and may turn to their...
In the market for a new car or truck? Perhaps you’re in the market for a used one? Over the past several months, a number of our clients have reached out for guidance on acquiring another vehicle for themselves or a family member. Often, questions surround this...
At some point in your life you’ve likely had to address a debt payment. It may have been after college graduation when those student loan payments began, or it may have been later in your professional career when you started paying-down grad school or law school...
I’m really looking forward to this holiday weekend and, believe it or not, the second half of the year. Where did the time go? This is a great time to review the status of your “financial house” and other life planning decisions that may have been pushed off. It’s...
Our 16-year-old started a paid internship this week which is some exciting news in our house. The opportunity to gain some experience and real-life responsibilities are priceless. Getting paid is the icing on the cake which my son (as all teenagers I would guess) is...
In our last post, we outlined the challenges that exist when planning for aging parents. We covered several points that may help you better prepare for opening a dialogue to ensure mom and dad’s financial choices are optimized. Here are some other conversation...
How do you assist aging parents with their financial decisions? It’s natural not to discuss money, or other financial matters, with family. This reluctance to share tends to increase with age, even though studies show our cognitive decision-making declines as we get...
Friday May 15th was to be “Bike to Work Day” here in Northern Virginia, DC, and Maryland. Unfortunately, it’s been cancelled but will be back, better than ever, next year (fingers crossed!). If you haven’t been outside on your bike lately, you’re really missing some...