FIVE THINGS YOUR ADVISOR WISHES YOU KNEW

Posted by Michael Kane, CFP®
On February 10, 2018

The relationship with your financial advisor is one of the most important business connections of your adult life. Few others can help secure your family’s future and determine your legacy more than the professionals who provide guidance as you plan. Here are five key factors related to financial planning that advisors wish every investor understood. […]

CREATING AN EFFECTIVE BUDGET

Posted by Michael Kane, CFP®
On November 17, 2017

Have you ever taken a look at the year-to-date total on your pay stub and wondered where all the money went? If so, you’re not alone. A recent survey conducted by Gallup showed that two-thirds of Americans do not use a budget. Unfortunately, failing to track our income and expenses in a meaningful way can […]

TALKING TO YOUR COLLEGE-AGED CHILDREN ABOUT FINANCIAL PLANNING

Posted by Michael Kane, CFP®
On May 16, 2017

Saving money is an important part of preparing for the future. Teaching your children how to budget and save early on will not only help them ensure a solid future, it will also help them to achieve financial independence. By the time your kids are old enough to go off to college, they are ready […]

THE RIGHT WAY TO SET A BUDGET

Posted by Brad Bridgewater
On December 21, 2016

The holiday season and the approach of a new year often bring about resolutions to make improvements in our daily lives – healthy eating, spending more time with family, or exercising on a regular basis. One of the most common goals is an improved financial situation. For some, that means spending less and saving more, […]