Review Your Money History

For many of us, managing our finances and building economic security is a nagging concern. We know we should be making greater strides in taking control of our money matters, but nothing changes. What keeps us from achieving the financial peace and satisfaction we desire? (more…)

$2.2 Trillion Stimulus: What it means for you

By: Matt Grodin

I am working hard (from home) to get tax returns out the door, and I would like to take a moment to answer some questions regarding the stimulus package signed by President Trump on Friday afternoon. There is a lot of information in the news on this subject, but not all of it is complete or accurate.  I’ll provide the highlights, including a few sources that I trust. Please note that information on this topic will continue to evolve. Regulations have not yet been written for how this law will be implemented. (more…)

Are You Fluent in Finance?

Maybe it’s time to learn a new language

Just 130 years ago, one in five white American adults was considered illiterate. And only 20 percent of adult African Americans could read and write. Today, nearly everyone in America is literate. What if our financial literacy could make a similar leap? (more…)

Happy Money: The New Science of Smarter Spending

Recommended Reading

If you think money can’t buy happiness, you’re not spending it right! At least, that is the conclusion of researchers Elizabeth Dunn and Michael Norton, two rising stars in of the world of behavioral science.

In Happy Money, Dunn and Norton provide an engaging and often entertaining tour of the latest research that shows, from the standpoint of personal well-being, how we can get the biggest bang for our bucks. (more…)

Estate Planning Update: Make Sure to Address Social

By: Vidhya Babu

Think twice before guffawing over the idea of addressing social media in your will. Not only can it make life easier for your survivors, a social media will is recommended by the United States Government.

After, or in anticipation of, any lifetime change, we suggest clients review their estate plans. The sale or purchase of a business, a windfall, divorce and marriage are all reasons to update your plan. Ultimately, your estate plan carries on your wishes when you pass away, and if you have personal, musical or other interests online, giving directions and naming an administrator of your online identity is important. (more…)

Raising Your Money Quotient

“Money Maturity does include skills, such as understanding investment options and using a budget effectively, but it goes much deeper—to the feelings, the heart, and yes, the soul.  Money Maturity helps resolve the troubling emotional conflicts around money that never seem to go away.”

George Kinder
The Seven Stages of Money Maturity (more…)