Where to Save Your Next Dollar

Where to Save Your Next Dollar

Congratulations! You’ve finally reached the point where you earn a few more dollars than you spend each month.What should you do with that extra cash? Where should it go? Those are the questions we’ll help answer. Why does it matter where you save? You work hard for...
Capital Gains Budgets for Tax Efficiency

Capital Gains Budgets for Tax Efficiency

For this post, we’re going to discuss Capital Gains (which occur when selling an asset that’s gone up in value).  I know…a tax related topic…so exciting, right? Specifically, we’ll discuss how we set budgets (not to go over) for capital gains taxes and how...
The Value of Financial Planning

The Value of Financial Planning

The Value of Financial Planning  Congratulations on taking the first step toward securing your financial future! If you’re starting to create a financial plan, you’re already ahead of the curve. Did you know that only one in every three adults in their 50s makes it as...