3 mins read

Plan Ahead for the Best Valentine’s Day Yet!

Whether you’re married, dating, or whatever, finding something to do with that special someone (besides the obvious, *wink wink*) on Valentine’s Day can be difficult. Maybe you’ve done every romantic activity in the book, or perhaps this is your first February 14th together and you want to make it really special. No matter what stage your relationship is in, these suggestions are sure to satisfy any couple looking to celebrate the love in their lives! Start your day early

1 min read

Looking Back & Planning Ahead!

Every year at about this time, I buy my new calenders and I begin my ritual of reflecting on the past 11 months. I like to see…what panned out, what didn’t, what lessons have I learned, what mistakes will I not make again? I really enjoy the time looking back at my calendar (yes, my paper calender with all my scribbles & scratches!) and seeing what happened each month. So true, the older we get the faster time goes. I especially see this with my kids.

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?

4 mins read

Thinking Ahead about Autism

Thinking Ahead about Autism   What do I mean? I’m talking about planning. Planning because you have a child with autism. This is more than planning for an event or a trip because you just have kids. I mean to take it one step further because you need to think a little more about your…