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Building Good Money Habits

Did you make any New Year’s resolutions at the start of 2017? Did you keep any of your resolutions? We all struggle to build good habits in some areas of our lives, even if we have great discipline and practices in other parts. In the book Better than Before, Gretchen ... Read More
 

Are You Better Than Average?

In a study done by the New York Times last June, they found that 83% of subscribers believe they are above average, 16% believe they are average and less than .5% believe they are below average. Most people (not just subscribers to the New York Times) believe they are above ... Read More
 

Retirement on Your Mind?

About this time every year we seem to get a large number of questions about being ready for retirement. It might be the start of the New Year that brings out the inquiries or something else. For whatever the reason, if you’re thinking about retirement, we have two tools that ... Read More
 

Fun Facts On New Years Resolutions

Top 10 New Years Resolution Lose Weight Get Organized Spend less, save more Enjoy life to the fullest Stay fit and healthy Learn something exciting Quit smoking Help others in their dreams Fall in love Spend more time with family 45% of Americans usually make New Years Resolutions 38% of ... Read More
 

Planning for 2017 (Part 2)

After you have looked back at your accomplishments and short-coming for 2016 (being gentle and positive), it’s time to look ahead to 2017 and set some personal financial goals for the upcoming year. These goals should be tied to your values and not items that someone (even your financial planner!) ... Read More
 

Update on DOL Fiduciary Rule

Two lawsuits aimed at overturning the Department of Labor (DOL) rule that requires financial advisors who provide advice on retirement plans (including IRAs) to act as fiduciaries have met with early defeat. A third lawsuit was heard last month and the judge in that case promised a decision quickly. To ... Read More