Many assumptions go into any kind of financial plan. One of the biggest nowadays is the amount needed to cover healthcare expenses. Lots of financial planners, and retirees-to-be, approach with a …
Does More Money Lead To A Happier Relationship?
“Finances play a role in determining marital happiness, and conversely, marital happiness and stability influence a client's long term financial plan," was part of the conclusion of a study on money …
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Having “The Visit” at the Holidays
For many families, the holidays are one of the few times when adult kids, parents, grandkids, and grandparents get to see each other. That time together might be the best time to have a planned …
This Holiday Season, Let’s Stop “Shoulding” on Ourselves.
As profiled last month, Natalie Wagner, CFRC, of VitalFinancials has a new program for those interested in learning why they spend, share, and save the way they do. Called the "Money Energy Cycle," …
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Prediction Health Insurance Costs Post-Election
This past week I received many questions assuming amendment or repeal of the Affordable Care Act (ACA). If either happens, clients want to know what they should now assume in their spending plans for …
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