Start Holiday Shopping Now: Ways to Save Big

Many reports suggest that consumer holiday spending will increase this year and retailers are willing to give big discounts to draw you into their stores.  The key to taking advantage of this is to set a budget, figure out who you want to buy gifts for, and what you’ll be giving them. Once you make this [...]

November 2nd, 2010|

Raising Charitable Children

Charitable giving is a topic that my wife and I are passionate about. We enjoy giving back and appreciate the opportunities we’ve had to do so.  Owning a financial planning firm for families brings with it a certain level of obligation in this regard.  It is our duty to make sure we talk to our [...]

September 9th, 2010|