Do you struggle to set and achieve goals using the traditional SMART framework? See how a different SMART framework might help you achieve more.
See how these two new tools will help you better plan for life’s changes, so you can find clarity & confidence in your financial future.
Considering refinancing your mortgage? Find out if refinancing makes financial sense with our checklist.
See how the words of Henry Ford can shape your perspective of financial planning and why it’s important to improve financial satisfaction.
Instead of focusing on the things you cannot control, try to focus on the areas of your life that you can control.
Find out the difference between robo-advisors and a financial planner – and why it matters for your investment and retirement planning.
How can the framework of The Rider, Elephant, and Path prepare us for financial planning in an election cycle?
A few years ago, on a hike in Colorado, I had my first experience with cairns. A cairn is a human-made pile of stones that can be used for many things like noting a landmark, or in this case, indicating the best path forward for hikers–essentially marking the trail to the destination. In our case, […]
When most people think of 529 plans, they think of a long-term savings strategy for college. However, there are a few states that allow individuals to take a state income tax deduction for contributions to a 529 plan, including Pennsylvania. This presents an opportunity for an additional 529 plan strategy that focuses more on short-term […]
Internally we have a fun debate about which is the better technology, Apple or Android. I will not tell you exactly where I fall but let’s just say I do not like apples…the fruit variety or the technology variety! Anyway, many stories will be shared for years about the uniqueness of this time period caused […]
