2 mins read

Santa Has Some Consistency Issues…

There is one big problem with the awesome and much adored Santa. Mainly, that he is fictional.This becomes problematic because it means every family has a different Santa, which causes consistency issues.We’verun into this problem with the Tooth Fairy as well. I know a kid who gets $20 for every lost tooth. Short of banning said kid from my home, I had to do some expectation management with my little tooth …

17 mins read

Meet the MILs: Which of These Mother-in-Law Types is Yours?

Let's face it, when you said "I do," you probably didn't realize you were also signing up for a lifelong subscription to MIL Magazine, complete with monthly issues filled with unsolicited advice, invasive questions, and the occasional guilt trip, courtesy of your brand new mother-in-law. For many, entering this uncharted territory can feel more like…

4 mins read

 The 6 Financial Habits Of Mentally Strong People for Year-End Planning 

As the seasons start to change and the holiday season approaches, it’s the perfect time for a financial check-up. Let’s reflect on how much we’ve accomplished this year and set the stage for financial success in the upcoming year with some year-end planning. If you haven’t scheduled a meeting with your advisors yet, now is the time to get your financial planning done. In fact, for our clients, this is one of the busiest and most important planning periods of the year.

Many of us set ambitious financial goals, but how often do we follow through with them? It’s time to take a page from the mentally strong and map out some to-dos to achieve our financial objectives as we head into the end of the year. Remember how important reaching financial independence is?