FinTech, or Financial Technology, refers to the innovative use of technology to streamline financial activities including lending, investing, making payments, and more, and it has revolutionized the way our society interacts with money. Even if you don’t care for all the fancy smart phone apps,…
There is no one-size-fits-all definition for the term “financial independence”. In fact, you won’t even find the term in the Merriam-Webster Dictionary. This ambiguity allows for individuals to define the term for themselves. Some may associate financial independence with goals like being on track for…
With six weeks to go until the first day of summer, there’s still time to complete your spring cleaning projects. A typical list of spring cleaning projects likely includes de-cluttering your living spaces and swapping your winter clothes for a summer variety. But when is…
The Federal Trade Commission (FTC) recently released their annual summary of consumer complaints and consumer protection statistics for 2016. For the first time in the 20 years that the FTC has been keeping records, imposter scams surpassed identity theft among reported consumer complaints. When you…
Researchers are continually looking for ways to prove whether or not money can buy happiness. We recently came across an article by Kira M. Newman that argues that it is possible for money to bring you happiness and reflects our belief that “It’s about the…
We’ve talked to our Clients many times about the importance of emergency preparedness. Preparing for an emergency can take the form of kits with food, water, and supplies, plans for what you and your family will do in an emergency, or the often overlooked financial…
A recent article on WalletHub.com featured a list of “2017’s Best Places to Get Married” which highlighted cities with the lowest and highest wedding costs, most and fewest wedding chapels, event planners, bridal shops and more. To supplement the research findings, the article also included…
We have frequent discussions with Clients asking whether they should rent or buy – they may be asking for themselves, for their aging parents or for their children or grandchildren. As with almost every strategic planning opportunity we discuss with Clients, there are many factors…
Considering a job offer, or comparing a number of offers, can be a daunting task. The trick is not to evaluate them in a vacuum or even solely one against another, but as it relates to everything going on in your life. Let’s assume there…
Don’t Look! (at the tickers) The first resolution we encourage you to take on this year should be the simplest, as it actually requires no action! All you have to do is not look at what the stock market is doing. Day-to-day market activity can…