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Spring Financial Goal Checklist

While it may not officially be spring yet, it’s not too early to begin a little “spring cleaning”.  Oftentimes, individuals feel motivated to set goals at certain times of the year, like the New Year, a birthday, a new quarter, or the spring. This “fresh start” effect...
Financial Wellness Must Be Personalized Not Prescriptive

Financial Wellness Must Be Personalized Not Prescriptive

Good financial health and wellness has a lot to do with establishing and reinforcing good habits and identifying and breaking bad ones. In order to understand a person’s financial situation and their corresponding habits, we need to let them tell their story. In an...