Life Transitions and Good Decisions
This is a guest blog post originally printed at www.suddenmoney.com and reprinted with permission granted by the Financial Transitionist Institute. After a handful years of studying
This is a guest blog post originally printed at www.suddenmoney.com and reprinted with permission granted by the Financial Transitionist Institute. After a handful years of studying
Putting Money in the Context of Life Financial Life Planning is a holistic process that will help you to clarify your values and guide you in
Six Tips for Making Smart and Effective Charitable Donations This Holiday Season The holidays are a popular time for charitable donations. With so many charities to choose from,
What has changed? If you or your child/grandchild will be attending college in the 2017-2018 school year or subsequent years, then you should be aware of
In the past, the transition to retirement has been viewed solely as an economic event. As a result, the focus of retirement planning has primarily been
Currently there isn’t much regulation in personal finance over who can call themselves a “financial planner.” It can be very confusing to try and filter and
For years, we’ve been talking to clients as an industry about the need to save. Put money into your 401k, contribute to your IRAs, and one
I’ve recently had a few clients and children of retired clients ask me questions about paying off their student loans early, so I thought a blog
I love complex processes. I really do. There’s just something about the intricacies of a large spreadsheet that can really get my brain going, and I
I often find when I talk to clients, they’re frustrated with a specific financial trait that their partner has. Lately I’ve been saying something different to
I seem to be having conversations with clients daily about cash. We talk about how little they spend in cash anymore, the pennies in interest they
This post is part of the Financial Rules of Thumb series. Check out the rest here! (Today’s post comes from Trevor Acy, an Upperline Financial Planning intern)
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