Financial Planning

You’ve likely noticed many online vendors offer “Buy Now, Pay Later” (BNPL) options through companies like Klarna and Affirm to allow shoppers to pay for a portion of their items today and the remaining balance over a set period of time. Purchases can range from...
Topics: Financial Planning

For anyone with children (or nieces/nephews/friends-turned-family), it can be hard to think ahead and picture them growing into adults, imagining who they might be and what their life might be like. And yet we think about these phases of their life often in the financial...
Topics: Financial Planning

From Duolingo's daily streaks to Apple Watch's activity rings to the classic coffee shop punch card, gamification is everywhere. By applying the core elements of games to everyday goals, these tools tap into our natural reward system to drive motivation and consistency. The same approach...
Topics: Financial Planning

March is known as Women’s History Month and serves as a dedicated time to celebrate women and their accomplishments worldwide. This year’s International Women’s Day theme is Give to Gain and encourages a mindset of generosity and collaboration. While it is encouraging to think about...
Topics: Financial Planning

Financial planning touches every corner of your life – your goals, your values, your family, your future. So it makes sense that you'd have questions that go beyond the numbers. Ask Us Anything is exactly what it sounds like. Whether you're curious about how we...
Topics: Financial Planning

The Olympic Games are back in the spotlight! The 2026 Winter Olympics are currently taking place in Italy (from February 6 through February 22), showcasing beloved sports like figure skating, speed skating, curling, skiing, and snowboarding. The Games will also introduce eight new events, like...
Topics: Financial Planning

If you’ve been a Client of ours for a while, or if you’ve met with us to learn more about who we are and what we do, you most likely have heard one of our financial planners say “we want to be your first call.”...
Topics: Financial Planning