Category archives: Budgeting

Why Your Financial Advisor Should Care About More Than Just Your 401(k)

401(k), Budgeting, Comprehensive Financial Planning, Education Planning, Estate Planning, Retirement

Why Your Financial Advisor Should Care About More Than Just Your 401(k)

by on April 9, 2015

Money! Mansions! Maseratis! If this is your perception of financial advisors, a sort of Wolf of Wall Street caricature, you are not alone. According to a study completed by Charles Schwab in 2014 titled "Generation Now Study," those were some of the words and pictures used to describe financial advisors....
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Why Your Financial Advisor Should Care About More Than Just Your 401(k)

by on April 9, 2015

Money! Mansions! Maseratis! If this is your perception of financial advisors, a sort of Wolf of Wall Street caricature, you are not alone. According to a study completed by Charles Schwab in 2014 titled "Generation Now Study," those were some of the words and pictures used to describe financial advisors....
Continue Reading »


Why Your Financial Advisor Should Care About More Than Just Your 401(k)
Planned giving begins with planned spending

Budgeting, Charitable Giving

Planned giving begins with planned spending

by on Oct. 6, 2014

Did you know there are only five possible ways to spend your money? Everything you spend can be itemized into five categories: taxes, debt, lifestyle, saving for the future, and giving. If your goal is to "spend" more of your limited resources on giving, then first take a step...
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Planned giving begins with planned spending

by on Oct. 6, 2014

Did you know there are only five possible ways to spend your money? Everything you spend can be itemized into five categories: taxes, debt, lifestyle, saving for the future, and giving. If your goal is to "spend" more of your limited resources on giving, then first take a step...
Continue Reading »


Planned giving begins with planned spending
Cash levels for emergency needs

Budgeting

Cash levels for emergency needs

by on Sept. 8, 2014

We are occasionally asked how much "cash" a person or couple should hold for potential "emergency" needs. Newspaper and magazine articles frequently suggest rules of thumb such as 3-6 months' worth of living expenses. While this is not a bad general rule, clients should consider a number of factors in...
Continue Reading »

Cash levels for emergency needs

by on Sept. 8, 2014

We are occasionally asked how much "cash" a person or couple should hold for potential "emergency" needs. Newspaper and magazine articles frequently suggest rules of thumb such as 3-6 months' worth of living expenses. While this is not a bad general rule, clients should consider a number of factors in...
Continue Reading »


Cash levels for emergency needs

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