Live well today, while building toward tomorrow's goals.
5 Things you need to know about your student loans
Your Accounts & Volatile Markets - Is it time for a rebalance?
The importance of rebalancing your portfolio.Read More
Robinhood & Reddit: Key Takeaways
Robinhood: the stock trading and investment app that has become wildly popular in the past couple of years. As of May 2020, there were over 13 million users of the app and some have estimated that this number could have grown to over...Read More
Beyond the Finances: what do you want your retirement to look like?
A common question posed to pre-retirees is “what will you do when every day is the weekend?” Whether we realize it or not, much of our lives revolve around work. The obvious change is that you won’t be spending the...Read More
Buying your first home - 13 things to consider
You've decided you want to buy your first home - congratulations! At first, you're full of excitement, but then you may be finding yourself thinking that you have no idea where to start. The questions start popping into your head....Read More
Instant Gratification – What We Regret the Next Morning
The smart phone has made life easier for many of us – you can call anyone, anytime, google the answer to the debate you and your friend are having, or order food for your dog while waiting to pick up the groceries you also...Read More
Let's talk about your legacy - What happens after you're gone?
Life can be unpredictable, but your estate plan shouldn't be...Read More
Married? In a Long-Term Partnership? Beware of this Financial Pitfall
Did you know that 90% of all women will be solely responsible for their finances at some point in their lives? A big contributor to this statistic is the fact that on average, women live five years longer than men (81.1 years as...Read More
Saving for retirement – aren’t I too young for that?
Your 20s – the decade of your life that can be wildly confusing and transformative. Some of your friends are buying houses, building their careers, having babies or getting married. Others are on a different path; they’re...Read More
Facing Fear in 2020
2020 has brought with it a sense of fear that is almost tangible. A thick layer of uncertainty colors the days of many. The pandemic and the ensuing market crash caused once-confident individuals to take pause. Questions like the...Read More
So You Think You Can't Be a Millionaire?
What comes to mind when you hear the word millionaire? Is it something akin to The Hamptons, diamonds, hedge funds, or men who seem to live, work, and sleep in suits? What about your next door neighbor? What about attainable? Becoming...Read More
Baby on Board: 3 Things to Consider When Your Family is Growing
I don’t think many people would dispute the fact that having a baby changes your life. The unexpected can and will happen – doing a little preparation can save you a lot of headaches down the line. The first...Read More
Should I Listen to My Brother/Cousin/Friend’s Investment Advice?
In few words: no. In many words...Read More
The Monster Under the Bed
One of the things I hear the most is that people have been “meaning to” take a look at their finances for a while. We all do it – avoid our bank statements when we know we spent too much or harbor a dream such as becoming a homeowner...Read More
Take Advantage of the Pandemic
Understatement of the year: coronavirus has changed our lives. We have our groceries delivered. Happy hour is held over Zoom. Mundane errands are now exciting opportunities to leave the house. As inherently social beings, the swift...Read More