Our Thoughts
How to cut expenses while keeping your marriage (Part III)
You are on the budgeting home stretch! You have read Part I and Part II and completed those first steps. Before you continue reading, pat
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