How to cut your budget while keeping your marriage (Part II)
You and your partner have done the hardest work of making a budget: you have talked about why you want to budget and what is
How to cut your budget while keeping your marriage (Part I)
Making and sticking to a monthly budget is hard. Choices can be very difficult to make, especially when there are two people involved whose preferences
Planning after a job loss
Even with unemployment at the lowest rate in ten years (just over 4% in the United States according to the Bureau of Labor Statistics), many people
What is SRI?
We often come across clients and prospects who have never heard of Socially Responsible Investing (SRI). Additionally, if people have heard of it, they often
Health Savings = Retirement Savings
If you are looking for additional tax-advantaged ways to save for retirement, consider choosing a high deductible health insurance plan and opening an HSA (Health
Facebook and your financial plan
What will happen to your digital assets if you die? Do your social media account factor into your financial plan? I was a heavy user
Talk about aging while you are still young
No one wants to talk about what is going to happen as they get older. The realities of aging that we all face are
Best Laid Plans
The best laid plans are still the best plans when plans go awry… I am a planner. Not just in my job, but in my
You Are Dust
Yesterday was Valentine’s Day, a day for showering love on family, friends, and even strangers. In my faith tradition, yesterday was also Ash Wednesday, the
Takeaways from the TD LINC Conference: Think Big
We attended the TD Ameritrade LINC Conference in Orlando on February 1 and 2. It was a very well attended conference, and we were able
Ride the Bull Market or Hold On to Your Cash?
The stock market posted returns of more than 20% in 2017 and continues to climb to new records into 2018. Many of our clients are
Jud Mallini Wise Money Week Phonebank
Our own Jud Mallini was pleased to participate as part of a team of representatives for the Financial Planning Association of Northeast Florida, answering financial