Guest Blog: Is Long-term Renting a Bad Choice? September 15, 2021. By Ashley Agnew: A frequent question we receive from young professionals and those looking to downsize alike is simply this: is it worth it to buy a home? While there is no concrete answer and many...
Not a Morning Person, and That’s Okay. April 21, 2021. By Ashley Agnew: “I feel like I’m wasting time if I’m not awake for every minute that the sun is up”. In perfect circadian rhythm, the sun is my father’s only alarm clock. He is the definition of a morning...
Discussing Personal Debt in a Relationship January 15, 2021. By Ashley Agnew: The beginning stages of a relationship are exciting as the shooting stars of promised wishes decorate the pleasant exchanges of new love. The encapsulating feelings of warmth and security...
In dealing with families on a holistic planing level, we often provide guidance on wealth transfer. Given the uniqueness of family dynamics, these discussions can surround many topics. Assets aside, wealth transfer should also be accompanied by knowledge transfer in...
Despite best efforts, it can be difficult to talk about finances, and this can lead to friction in a relationship. In fact, 1/3 of those seeking marriage counseling site money as one of their top reasons for argument, and financial tensions are indeed a key indicator...
