Blog
Making a wealthy mindset work for you
Let’s be honest – how many times have you played the “if I ever win the lottery, I’m going to….” game? Most everyone dreams of being wealthy at some point. But what if you could think it into reality? Consider this: how you think drives your beliefs, which influences...
Top Things to Ask a Financial Advisor
Financial Planning Industry: Selecting an Advisor “Life is Change, Growth is Optional” I heard that book title the other day, and even though I haven’t read the book, I found myself considering the title in relation to my profession. As in the case of life itself,...
Financial Planning Through Divorce – Tax Considerations
In this second of two articles in the series, we’re focusing on how taxes may affect the division of property during divorce. Divorce is already a painful process, but taxes have the potential to compound the pain more through confusion over new tax laws and changing...
Certificate of Divorce
Divorce is a painful process in many ways. It’s not a topic many want to discuss or think about, but it happens. One of the major areas of focus throughout the process is the division of finances. While marriage is ideally a matter of the heart, if it ends in divorce,...
Creating Wealthy Habits
How would you define “wealth?” I often hear the following: When I can do what I want, when I want, without money worries Knowing I have enough money for both what I need and what I want When I can focus on what brings me joy and happiness instead of work For some,...
Grey Divorce
As an independent financial planning firm, we help people in all stages of their life plan for, grow and enjoy their finances. Recently I have noticed an interesting new trend among the clients we help through tough divorce decisions — approximately 60 percent are in...
