Goodbye Wealth Management, Hello FinLife

March 2015

Remember when the financial world was really simple? It wasn’t that long ago that there were brokerage firms, banks, insurance companies and independent financial planners with clearly defined roles and descriptions. How the world has changed. Last year when I received our valuation from Lazard, I spent a little extra time looking at the different segments of financial firms that they had used to form an opinion on our valuation. As most institutional teams do, they had categorized firms in the industry into one of three sectors:  

Saving Made Easy: Why You Need an Automated Savings Plan

March 2015

Putting aside money in a savings account and investments regularly should be a part of every persons financial planning. Whether you have a specific goal in mind or not, saving money for future emergencies is always a smart move. For some, saving is practically second nature. For others, it may be difficult to know where or how to start. Saving money does not have to be difficult.  At least not if you take the easy route and set up an automated savings plan.

Items to Consider During Tax Season

February 2015

As spring time gets closer and the threat of winter becomes less and less, the tax man approaches and you may be scrambling to make sure you have all of your financial information in order. While keeping good records is a big part of paying your taxes properly, there are several other items to consider during tax season that shouldn’t be left out in the cold.

Create a Personal Disaster Recovery Plan in 4 Easy Steps

February 2015

When trouble knocks on your door, it’s good to be armed with a plan. Proper planning can help you proactively clear hurdles and reduce the stress induced by a natural disaster or other unforeseen calamity.

While we hope you never have to use it, a personal disaster plan could provide enormous relief when tensions tend to run high. Just follow these four simple steps:

9 Steps to Better Financial Decisions

January 2015

Before you complete your day, you will make 10,000 decisions. That number comes to us from Noreena Hertz, an economist and author of Eyes Wide Open: How to Make Smart Decisions in a Confusing World. Ms. Hertz explains that the choices we make in our daily lives range in importance from what to eat (227 decisions about food alone), to potentially life altering decisions.

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