financial planning

Home/Tag: financial planning

Prospering in a Chaotic World

By |2017-05-09T22:13:28-04:00April 22nd, 2015|Categories: On Our Minds, Uncategorized|Tags: , , , , , , , , |

The fourth and final secret to being your most prosperous self is to measure your progress and take time to reassess your path. When you measure the right things, you stay focused on what is important. [...]

Comments Off on Prospering in a Chaotic World

Prospering in a Chaotic World

By |2017-05-09T22:13:28-04:00April 15th, 2015|Categories: On Our Minds, Uncategorized|Tags: , , , , |

Secret three to being prosperous in a chaotic world is to create great structures. Structure includes the places, plans, people, and elemental pieces of your life. When you are prosperous, you are your most alive and [...]

Comments Off on Prospering in a Chaotic World

Diversification — Creating a Balanced Investment Portfolio

By |2014-09-11T15:07:28-04:00September 11th, 2014|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , , |

One method to alleviate your fear of the market is to do your homework on “the market”. Not all assets behave in the same manner at the same time. Some go up when others go down. [...]

Two Supreme Court Rulings Boost Same-Sex Marriage Rights

By |2013-06-27T20:32:32-04:00June 27th, 2013|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , , , , |

On June 26, 2013, the U.S. Supreme Court announced its rulings on two landmark cases related to same-sex marriage. The 5-4 decisions bolster the federal benefits available to same-sex married couples and clear the way for [...]

Financial Planning — Helping You See the Big Picture

By |2017-05-09T22:12:17-04:00April 16th, 2013|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , , , , , , , , , , , , , , , , , |

Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached. [...]