They say life does not give you anything you cannot handle. However, that does not mean you have to handle it alone. With the fast pace of life and technology, limited personal time, changes in legislation, and the unpredictable economic environment, it is more important than ever to have direct access to a seasoned financial professional; someone that puts his clients first and who is there to listen to your needs and concerns. A professional with a team of associates and consultants that can bring value added knowledge, innovative ideas and solutions to your current and future financial landscape.
Money is personal, and emotional, but it doesn’t have to be scary. Understanding how your day-to-day finances and your emotions are connected can help you take more control of your financial situation.
Surprises happen, and they can get very expensive. Whether you have a "surprise fund" already or not, these easy steps can help you feel secure and prepared for any future surprise expenses.
Budgeting doesn’t have to be a scary word. Take the fear out of budgeting with these simple tips, tricks, and ideas to help even a beginning budgeter get started.
Whether or not to tie your finances together after you’ve tied the knot is a big question for all newly married couples. Here’s what you need to consider before making the decision.
Divorce is a reality that half of married couples will face in their lifetime—it’s an emotionally challenging time for most, but bringing a thoughtful approach to your finances throughout the process can ensure that you come out on the other side prepared for your new life.