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 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 Chip Workman | May 29, 2019 | Budgeting, College Planning
In sitting down to write this blog, my setting certainly impacted the topic. I’m sitting on the campus of the College of Wooster in northern Ohio. I’m chaperoning my daughter who is here to compete in the finals of a state writing competition. My reward is working...
by Jeannette Jones | May 8, 2019 | Budgeting, Effective Decision Making, Personal Stories
Most people reach a point in their lives when the place they live just doesn’t work for them anymore. When that happens, most people are a little unsure about what to do next. Do they start looking at houses until they see something they like? How do they know what...
by taaginc | Jan 2, 2019 | Budgeting, Personal Stories, Smart Spending
A few years ago, the night before a big event where I wasn’t going to know many people, I left work and headed to the mall. In shoes that were in no way appropriate for extended walking, I began the hunt for the perfect outfit to wear the following day. After an hour...
by taaginc | Dec 5, 2018 | Budgeting, Smart Spending
One of the ways my family kicks off the holiday season is to watch National Lampoon’s Christmas Vacation. It’s an admittedly cheesy movie but the goofy Clark Griswold, played by Chevy Chase, is hard not to like as he struggles to pull off the perfect old-fashioned...
