We are often asked, “How am I doing compared to others?” I get the sense that people do not ask this question hoping to be better off than others or in “Keeping up with the Joneses.” I genuinely think it comes from a true lack of understanding or confirmation as to where they are financially, which is why they have hired us in the first place. It is like a ship at sea that does not have a... READ MORE

Happy New Year! Don’t let 2020 pass you by and let hindsight be this year (see what we did there?). Take prudent steps now in order to make the most out of your hard-earned wealth. Here we’ve put together a simple financial planning calendar for 2020 to help you prepare for the year ahead. Other areas that may not affect everyone but to consider and add to your planning calendar if they do:... READ MORE