Vacations + retirement = time

Many families are enjoying the last weeks of summer vacation.  Before long college students will return to campus and school buses will roam the neighborhood.  Our family is back from vacation and starting to think about next year’s possibilities.  When did planning a...

Don’t look now…

Periodically, reviewing your investments makes sense.  When markets contract it’s easy to ignore and not log in and review your holdings.  Now may be a good time to refresh yourself on what you own, why you own it, to ensure your investments are serving the purpose...

Why Vacationing Is Important – 2023 Edition

Summer is approaching, schools are almost out, it’s time to get excited about vacation!  Financial planning is not all about saving and investing for tomorrow.  It’s equally important to spend today and enjoy what you have.  Though vacations are still expensive, they...