Financial planning is a marathon, not a sprint
Much like running a marathon is different than a sprint, planning long-term financial goals is different than simply paying your bills every month.
Preparing for financial curveballs: Family vacation
A summer vacation is a great way to enjoy the long hours of sunlight, warm weather and time with family. But any vacation can easily be upset by an unexpected expense.
Why you need a personal financial review
When we ask a client if they’ve performed a financial review recently, we’re often met with a blank stare or an answer along the lines of, “Sure, we review our budget every month.” The truth is a financial review is very different than reviewing your budget monthly.
Tackle, tailor, teach: The three Ts of financial wellness communication
As the workplace becomes increasingly diverse, setting employees up for financial success is becoming more challenging. With multiple generations, family structures and different levels of health care understanding that may exist, effectively engaging employees in their own financial well-being is no easy task.
Establishing a trust: Planning for the future with intention
Every legacy is unique; there is not a “one size fits all” approach to the creation of an estate plan. With every estate plan, which might include one or more trusts, understanding the goals of the family or business is critical.
Addressing the financial literacy gender gap
The financial literacy gender gap is one of several powerful issues that can affect a woman’s education, personal health and life skills, but when do these inequalities actually begin?
EHRs: The facts, future and financials
To comply with Meaningful Use initiatives, more than 95 percent of hospitals have implemented some form of electronic health record (EHR) system since 2011.
Spring Cleaning Your Finances: Reviewing Your Financial Situation
Spring is just around the corner, and with that comes the proverbial spring cleaning. While most people recognize the value of scrubbing their homes, we recommend dusting off your finances as well.
