by Carl Richards | Apr 24, 2015 | Basics, Financial Planning, Money
The following blog is by Carl Richards originally published in The New York Times’ Blog. “Can it really be that simple?” Over my career, I’ve heard these words from so many people. Clients, friends and family all just assumed that the process of financial...
by Brittney Castro | Apr 20, 2015 | Basics, Financial Planning, Money
The following blog is by Brittney Castro originally published in Brittney Castro’s Blog – Financially Wise Women. Did you know that only 1 in 3 Americans prepare a budget every month to track their income and expenses?* That means a majority of people–two-thirds...
by Carl Richards | Mar 23, 2015 | Experiences, Life, Money
The following blog is by Carl Richards originally published in The New York Times’ Blog. One summer, a friend of mine planned a river trip. The closest public airport was a day and a half’s drive from the river. So my friend decided to hire a private plane to get...
by Amy Jo Lauber | Mar 10, 2015 | Financial Planning, Life, Money
The following blog is by Amy Jo Lauber originally published on her blog page. “Financial planners should help people figure out how to live. What’s the role of money, and how much is needed, in terms of life quality?” Dan Ariely, PhD This quote has planted itself...
by Brittney Castro | Mar 5, 2015 | Basics, Financial Planning, Money
The following blog is by Brittney Castro originally published in Brittney Castro’s Blog – Financially Wise Women. A lot of people in their 20s are dealing with large amounts of student loan and credit card debt and living paycheck to paycheck, dreaming of days...
