5 New Year’s Resolutions to Avoid in 2024

5 New Year’s Resolutions to Avoid in 2024

It’s that sparkly, special time again – when the dawn of a new year brings thoughts of change and self-improvement in the form of New Year’s Resolutions.  According to a Statista survey, saving more money was the fourth most common resolution for 2023, with 39% of...
Isn’t Money Supposed to Be Fun?

Isn’t Money Supposed to Be Fun?

Does this sound familiar to you? “I hate all this paperwork and transactional details. I wish I thought having money was fun…” When people think of financial planning, “fun” usually isn’t the first word that comes to mind. And that’s a common misconception: that...
What is a Trust and Why Might You Need One?

What is a Trust and Why Might You Need One?

You spend your life accumulating “stuff” – savings, a home, your favorite pieces of art, that timeshare in Mexico, even your cars. These things bring you joy and comfort and make up one small piece of the total you.  But what do you want to happen to those items when...