What if Financial Planning Was More Inspirational and Fun?

For most folks, the idea of financial planning sounds like as much fun as doing lab work, going to the dentist, or creating a budget. And in truth, the way it is widely practiced only amplifies the perception that it is a painful exercise in all things uninspiring. As sensual creatures, we enjoy things that appeal [...]

By | August 17th, 2017|Financial Planning|0 Comments

Think Your Salary Can Bring You Safely to Retirement? Think Again.

In the sea of financial planning wisdom, there are too few messages about the importance of mindset. Gone are the days when simply saving money was enough to get you to retirement. With pensions practically a thing of the past, it takes more than just a big piggy bank to afford retirement. Saving strategies aside, [...]

By | July 31st, 2017|Financial Planning|0 Comments

How Can I Plan for a Strategic Retirement?

Are you approaching retirement? Not sure how you can ensure a smooth transition from working life to retired life?  Walking away from regular paychecks and employer-provided benefits can feel a little nerve wracking. Minimize the impact of these major life changes by planning accordingly. Time It Get your timing right. Review and understand your employer’s [...]

By | April 20th, 2017|Estate Planning, Financial Planning|0 Comments