When is the best time to start planning?
So is now a good time to start financial planning? As the saying goes, "The best time to plant a tree was 20 years ago. The second-best time is now." You can't make up for the past, but you can get started. Most people may think of financial planning and only think of...
COVID-19 Resources: Stimulus Checks – Spend or Save?
Whether you’re homeschooling, taking some version of a break from work or working from home, we hope you’re taking it in stride! For us, we just finished up our own private label (featured above) for mental health reasons, right? Many of you recently...
Opportunities During Market Downturns
A sudden change in the stock market and in our portfolio is not fun. In fact, it is downright scary. With people being laid off, furloughed, or just not able to go to work, it is a difficult time. Stock market[1] downturns of this magnitude (>20%)...
Need toilet paper?
Now that I’ve got your attention, this has been one of the most intense weeks in the markets that has ever been experienced by investors. With that in mind, what do we do?“Leverage your Sams Club and Costco free samples.”-Mike P.Ok, seriously, I’ve been asked by...
Finding Balance in Your Financial Plan
I recently heard that there are only three things you can do with your money. You can spend it, you can save it, and you can give it away. I believe that the way we balance these three can influence our happiness and level of financial peace. We should consider having...
Money… so what? Mission… so what now?
Contributed by Michael S. Proctor, CERTIFIED FINANCIAL PLANNER®, RICP®, CVGAWelcome to our new blog. We’ll be taking turns sharing thoughts about financial planning, frameworks to consider with your personal mission and how to re-orient towards not just financial...