While our name and branding has changed, we are still a holistic, boutique financial planning and wealth management firm that is dedicated to serving all your financial needs.
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Southbound and Down
We head out tomorrow – another beautiful week in sunny south Florida to visit our families. Jennas mom, who the kids call Nana Lise, lives in southeast Florida, while my parents, John, and Joan (Nana Joanie and Papa) live in southwest Florida. The kids have a blast every year and look forward to it with…
Making Cents: Preparing to Sell Your Home
With the arrival of spring, now’s the time when many who have thought about selling a house get a little more serious. If the house needs some work to get the attention of today’s buyers, speak to a professional about which repairs may give you the best return on your investment. That professional could be…
Making Cents: The Rule of 168
The rule of 168 isn’t some fancy way of seeing how fast your money doubles or a code section from the IRS, it is a law of life. The law is that there are only 168 hours in a week, and you need to use them wisely if you want to live the ideal life…
Spring Has Sprung
Maybe a day earlier than many remember, but at 3/20 just after 11 PM, the Spring Equinox is upon us! All that really means is that the days are now longer than the nights, and for many of us that is a welcoming sight. This is officially my 68th spring, and I think that it…
Fishing With Dynamite
As I alluded to in a previous article, I was very much looking forward to the Genesis Invitational PGA event being held down the street from me. There are so many reasons to love PGA events, even for the non-golf nuts; beautiful landscapes, house snooping, food, drink and lounge areas to name a few, but…
Making Cents: Temporary Renting of your Personal Real Estate Has Many Possible Risks
Whether it’s called home or room sharing, short term rental arrangements (or whatever the regulators ultimately call it), millions of people have jumped on the bandwagon of either renting or advertising rooms for rent for as short as a single night. This may work wonders for your cash flow if you need extra money, but…