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Overcoming a Common Money Stumbling Block

A few months ago I started to recognize a pattern that some of my clients were struggling with when I’d ask them to come up with a summary of their spending. It turns out that they’d hit an expense that could have fit into a couple of different categories, and then...

Lending Money to Family or Friends

I had a client come in recently who wanted to talk about lending a significant amount of money to a family member. It’s not something I see a lot, and it got me thinking about what you need to consider before lending money. Lending money to a loved one might make...

Taxes in Divorce

Heading into a divorce, you’re likely so overwhelmed with the legal, emotional, and financial issues that you’re dealing with that the last thing you probably want to be thinking about is how it’s going to affect your taxes. But considering the tax effects of your...

The Money Date

Photo by Jonathan J. Castellon on Unsplash I get a lot of couples coming in to my office, and one thing that we tend to talk about is communication. What do you need to talk about, and how often? Note that right now I’m talking about a couple in a long-term...

Financial Goals, Part Two

Photo by Markus Winkler on Unsplash As a follow up to my last blog about setting financial goals, I wanted to address a little more specifically how to choose your goals, and also the importance of giving direction to your money. This isn’t limited to New Year’s – we...