Nick L.

Choosing a financial advisor is a big decision.  In doing so you are giving someone access to a very sensitive part of your life.  Remember you are hiring an expert to work with you.  Your advisor should provide value to you and your financial decisions.  Here are some things to consider when hiring a financial … What To Look For In A Financial Advisor

Just like a map or a GPS is needed for someone driving a car on a long trip, a financial plan is useful for anyone wondering about their financial future.  A financial plan lets us know if we are heading in the right direction, for example north instead of south.  Much like a long journey, … Mapping Out Your Future with a Financial Plan

How long do I have to save all of this paperwork? This is one of the most common questions people ask their accountants and financial professionals. It seems that nearly everyone has a box or a drawer of papers that they are not sure what they should do about. Over the years these documents can … Record Retention – “How long do I have to save all of this paperwork?”

The other day, I was having an interesting conversation with my grandmother. She was considering replacing her flooring in her home and was literally “floored” with how much the cost had gone up since she installed her last carpet 10 years ago. It really is fascinating to talk about money with our older generation. We … Inflation: Lessons from the Past to Help You Plan for Your Future

The gown has been bought, the venue has been chosen, and the flowers have been ordered. There are so many details that go in to planning your perfect wedding day. As couples find themselves getting ready to walk down the aisle, it is essential to discuss how matters of the pocketbook merge with matters of … Merging Finances: What to do before you say “I do”

Whether you are getting started on your own or have a lot of life experience, it is important to get back to the basics and make sure you have your financial house in order.  Sometimes people think that this is advice is only for young individuals who are newly on their own, but truth be … Building Your Financial Foundation