Why Vacationing Is Important – 2023 Edition

Summer is approaching, schools are almost out, it’s time to get excited about vacation!  Financial planning is not all about saving and investing for tomorrow.  It’s equally important to spend today and enjoy what you have.  Though vacations are still expensive, they...

A Case study in Cash Reserves

Every investor should evaluate their cash reserves before selecting an investment/s.  Integrating your cash and investments together into a financial plan can be as simple or complex as your life requires.  Let’s look at three different investors at varies life...