Mistakes with cash

There are 3 common financial mistakes families and professionals make when managing their cash.  In no particular order they are: Holding too much or too little Chasing a return or yield Lumping all your cash in one account Last April, you may have wished for more...

Then & now…

Imagine updating your financial plan in January, April, or December of 2020.  How might the plan outputs at various dates have impacted your behavior and financial choices?  What other life decisions may positively influence your approach to planning? January 2020: ...

Sin Limites 

Sin limites means limitless in English.  It’s also the name of a nonprofit organization that has been created to enrich the lives of the Guatemalan people.  What we take for granted every day in our country, even during a pandemic, is often a struggle for those...