117 Things We Do for Our Clients Number 28 - We Will Be Your Financial Reality Check
We promise to tell you the truth, always—even when it's uncomfortable to hear. While basic honesty should be expected from any financial...
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Steve Martin
Nov 42 min read
Callable vs. Non-Callable CDs: Making the Right Choice for Your Financial Future
In the world of financial planning, Certificates of Deposit (CDs) are a popular tool for investors seeking a safe, guaranteed return on...
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Steve Martin
Oct 263 min read
World Savings Day: Empowering Financial Futures
As October draws to a close, we approach an important date that often goes unnoticed by many: World Savings Day. Celebrated annually on...
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Steve Martin
Jul 92 min read
Budgeting Basics: The Key to Financial Control
Do you often find yourself wondering where your money goes each month? Do you struggle to save for goals or pay down debt? If so, you're...
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Steve Martin
Nov 10, 20232 min read
Understanding Power of Attorney, Executors, and Trustees – A Guide for Baby Boomers
As we age, people begin to worry about who can manage their affairs in the event of their incapacity or death. Ensuring that your...
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Steve Martin
Aug 14, 20231 min read
117 Things We Do for Our Clients Number 20 - We Help You Prioritize Your Financial Actions
Do you find yourself overwhelmed with a long list of financial action steps but struggle to figure out where to start? You're not alone....
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Steve Martin
Jun 15, 20232 min read
How To Get Started With Retirement Planning: Tips for 40-Year-Olds With No Savings
Retirement planning can be daunting, especially if you're in your 40s and still need to start saving. But the good news is that there is...
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Steve Martin
Jun 9, 20232 min read
5 Common Financial Mistakes People in Their Thirties Make and How to Avoid Them
As you approach your thirties, it's essential to start taking a more active role in managing your finances. This is when you'll likely be...
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Steve Martin
Mar 21, 20232 min read
Life Planning and Financial Planning – An Essential Integration
Life planning and financial planning are two interconnected components of personal development essential to achieving a fulfilling and...
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Steve Martin
Jun 9, 20221 min read
Start Your Financial Planning With “WHY?”
The best financial plans have one thing in common. And that is that they “Start with WHY". In his best-selling book, Start with WHY, and...
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