Updates
The Best — and Cheapest — Investment You’ll Ever Make
Warren Buffett is renowned for his investment savvy. In the 50 years he’s owned Berkshire Hathaway, its value has increased a whopping 1,826,163%. His success at buying profitable businesses has ta…
What We’re Reading: The One-Page Financial Plan
The One-Page Financial Plan by Carl Richards
It’s easy to feel confused or paralyzed by your finances, even if you have shelf full of books on finance. If that’s the case for you, our advisors re…
How financially close are you to your spouse?
I look forward to that point in the meeting when the chairs of the husband and wife I’m meeting with swivel inward so they are facing one another. When we reach that moment it means the coup…
12 Ways Building Wealth is like Losing Weight
Three years ago I got serious about my health and started walking. Regularly. Then walking slowly turned into jogging, and jogging eventually turned into running. I started running in races with famil…
It’s 529 College Savings Day
“So your kid can tweet ‘#blessed’”
– Number 70 of 529 Reasons to Open a 529 Plan.
This pretty much sums up my feelings toward the 529 plan my parents created for me 18 years ago. Granted, I…
