by Chip Workman | Dec 11, 2019 | Budgeting, Personal Stories, Smart Spending
Pets regularly come up in discussions with clients. They are part of our family and, as such, can impact the family budget as well as long-term goals. When conducting client Discovery meetings, we include questions about pets to help gauge what that potential impact...
by Sarah Tenhundfeld | Dec 3, 2019 | Effective Decision Making, Smart Spending
It’s already December, and I say this every year but wow, this year has flown! It’s hard to believe that in less than a month it will be the year 2020! It just doesn’t seem possible. With all the holiday hustle and bustle coming up this can be the most wonderful time...
by Chip Workman | Oct 16, 2019 | Effective Decision Making, Smart Spending
Following a birthday sleepover for my oldest daughter last week, my wife and I were out for an early morning walk in search of some peace, quiet and a good cup of coffee. Reflecting on the fact that we now have a teenager in the house, talk turned to our home. While...
by Jeannette Jones | Sep 25, 2019 | Budgeting, Financial Planning, Retirement
The song Once in a Lifetime sums up the way I believe many people feel when they get to a certain point in their lives. Time has passed, they made decisions – or avoided making them – and they find themselves living a life they aren’t so sure about. Or as Talking...
by taaginc | Aug 7, 2019 | Money Basics, Smart Spending
(from Seth Godin’s blog dated January 30, 2019. Click here for the original post. Seth is the author of more than 18 books that have been bestsellers all over the world. He writes about the post-industrial revolution, the way ideas spread, marketing, quitting,...
by taaginc | Jun 19, 2019 | Financial Education, Smart Spending
Have you ever had a waiter or waitress take your order without writing it down? Whenever that happens to me, I am so impressed when my order comes out correctly. In the days when I waited tables, I tried the memory method. I would take an order and recite it in my...
