4 mins read

 The 6 Financial Habits Of Mentally Strong People for Year-End Planning 

As the seasons start to change and the holiday season approaches, it’s the perfect time for a financial check-up. Let’s reflect on how much we’ve accomplished this year and set the stage for financial success in the upcoming year with some year-end planning. If you haven’t scheduled a meeting with your advisors yet, now is the time to get your financial planning done. In fact, for our clients, this is one of the busiest and most important planning periods of the year.

Many of us set ambitious financial goals, but how often do we follow through with them? It’s time to take a page from the mentally strong and map out some to-dos to achieve our financial objectives as we head into the end of the year. Remember how important reaching financial independence is?

4 mins read

Autism and Another Fund Raising Event

I like to keep active on the fund raising front. I try to volunteer two or three times a year. One event I volunteer for every year is The Ed Asner Poker Tournament. Ed Asner is a huge supporter of the autism community. Additionally, he just began a non-profit called The Ed Asner Family Center.…

6 mins read

10 Things to Know Before Bringing Home a New Baby

I remember those last few weeks of first-time pregnancy like yesterday -- mostly, I was just freaked out. What the heck am I going to DO with a new baby?! I was the first of my friends to start a family and the internet hadn't quite yet exploded with never-ending pregnancy and parenting insight and…