Is Your Money Really Going Towards Your Goals? Tracking where your money is spent is the first step to creating a budget. A budget finds the balance between your needs and wants, your present and future, and your current enjoyment and your long-term goals. [1] Budgets are the roadmap to how you will fund your…

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Building a Healthy Financial Foundation How many pieces do you have in place?     When you read about money matters, you will sometimes see the phrase, “getting your financial house in order.” What exactly does that mean?   When your financial “house is in order,” it means it is built on a solid foundation.…

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Annual Financial To-Do List Things you can do for your future as the year unfolds.   What financial, business, or life priorities do you need to address for the coming year? Now is an excellent time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building your retirement…

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Tax & Estate Strategies Update for Married LGBTQ+ Couples   In this age of marriage equality, there are new possibilities.   The 2015 Obergefell v. Hodges Supreme Court decision streamlined tax and estate strategizing for married LGBTQ+ couples. If you are filing a joint tax return for this year or thinking about updating your estate…

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Conquering Retirement Challenges for Women   Looking ahead can help you conquer these unique obstacles.     When it comes to retirement, some women face obstacles that can make saving for retirement a challenge. Women typically earn less than their male counterparts and often take time out of the workforce to care for children or…

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