Open Enrollment arriving soon…    

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...

Teenagers & Money Part II

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...

Purchasing a car

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...

Managing Debt

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...