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?

5 mins read

10 Terrible Gifts to Give Other People’s Kids

As the gift giving season approaches, you may find yourself searching for the perfect present for your nieces and nephews, godchildren, friends' kids, and grandchildren. As a victim of terrible children's gift giving and on behalf of parents everywhere, I feel compelled to draw attention to the kinds of gifts we parents absolutely don't want…

3 mins read

Not On My Watch Waterboy!

Last week I had to step out of the arena during one of my daughter’s hockey games to take a phone call. As I was talking on the phone, I noticed a kid had plugged the indoor water fountain and was allowing water to spill over onto the floor. He was also spraying the water…