by Allison Bishop | Nov 15, 2022 | Family, General
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...
by Allison Bishop | Jun 21, 2022 | Family, Uncategorized
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...
by Allison Bishop | May 11, 2022 | Family, General, Starting Out
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...
by Allison Bishop | Jan 14, 2022 | Uncategorized
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...
by Allison Bishop | Jan 11, 2022 | Family, General, Starting Out
I’ve become a big fan of goal-setting in recent years. I started out with financial goals back in 2012, and in recent years have added other areas; last year I had goals in four other categories: Professional, Health/Wellness, Family, and Friends. I love this...
