How Goals-Based Investing Can Transform Your Strategy for Good

2022-04-26T21:45:42+00:00May 29, 2022|Blog, Goal Planning, Investments|

Let’s start with a “big” question.  Why do you invest? Your first thought probably wasn’t padding your balance sheet or passing away with millions in the bank.  Your mind likely traveled to one of your financial goals—funding your child’s education, buying a dream home, or securing your ideal retirement plan. When you focus on the “why” behind investing, you’ll never look at the markets or your portfolio the same again. Concentrating on your “why” is [...]

4 Top Money Boundaries To Set With Your College-Bound Teen

2021-07-31T01:21:40+00:00August 1, 2021|Blog, College Planning, Family Financial Information, Financial Roadblocks|

As a parent of a college-bound teenager, you likely have a lot on your mind. How will they adjust to campus life? Will they find something they are passionate about? How much will it all cost? College doesn’t come cheap, and it isn’t just the University bill you have to worry about. You certainly want to avoid college credit cards gone wild. While you can’t be there at checkout with them, you could do something [...]

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