Prenup Planning and Considerations October 14, 2020. By Jennifer Wolfsberg: In our divorce financial analysis services we often come across post-marital planning that could have been well served by a prenuptial agreement. With the divorce rate hovering around 50%, it...
Visualizing and Realizing Your Retirement Reality October 7, 2020. By Courtney Summa: One of the most powerful planning tools we have as individuals is the power of visualization. Visualization can help us define goals and stay motivated as we work toward them....
Dealing with Financial Survivor’s Guilt October 1, 2020. By Ashley Agnew: Working hard to maintain secure employment in a successful position takes years of overcoming obstacles, often with delayed rewards. Professional success, especially in our culture, is something...
In the current conditions, some are fortunate to have an increased savings due to the lack of social opportunities, while other are experiencing a threat to their savings due to income loss. Be it financially, professionally, or emotionally, these are certainly...
Back to School looks very different this year, and for some this is a wild understatement. As my husband and I were recently driving home after bringing our daughter to college, we couldn’t help but chat about the changing landscape in education, and we are thankful...
In our conversations with prospective clients, young professionals, and referring advisors, we often hear the statement “I want to make my money work for me”. What does this mean? Perhaps different things to different investors, however in its simplest form it can be...
