Investing to Match Your Values & Planning For Life Transistions

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Money can be a very powerful thing. We all use it for more than just acquiring things we want and need. We give it to our children for allowance when they do chores. We donate it to faith and non-profit …

Posted in June 2017 | Tagged , , | Comments Off on Investing to Match Your Values & Planning For Life Transistions

Tax Planning and Wealth Building Tips for 2017

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| By Alicia Sisk-Morris, CPA, ME | Estimated Taxes: If you are self-employed or have income that is not ordinarily taxed like Dividends and Interest, it is time to consider your estimated tax payments for 2017. Many CPAs automatically prepare …

Posted in March 2017 | Tagged , , , | Comments Off on Tax Planning and Wealth Building Tips for 2017

Currency Corner: It’s Best to Just Ignore it

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Are you an investor? You may not think of yourself that way, but even if you only have money invested in an IRA or 401(k), you are an investor. It is tough to be an investor these days, with the …

Posted in November 2016 | Tagged , , , | Comments Off on Currency Corner: It’s Best to Just Ignore it

Women and Money – Saving Money 101

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| By Dawn Starks | Saving money is really simple, but it is not always easy. In today’s world, money can be scarce. Our obligations are manifold, and often our income does not live up to the challenge. Be that …

Posted in July 2016 | Tagged , | Comments Off on Women and Money – Saving Money 101

Women are the Future of Financial Business

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There, I said it, and I’ll stick to it. Previously I have written about how women are increasingly the financial decision-makers in the household. That is true. But another interesting trend is the increasing number of women in the financial …

Posted in January 2015 | Tagged , | Comments Off on Women are the Future of Financial Business

Women, Spirit & Money: Making Me Crazy with Her Song – What Women Leaders Really Need to Do to Affect Change

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—By Sherri L. McLendon— If women want to lead, then it’s time to set the example – not create messes, excuses, or stressors. Given opportunity, women make dynamic leaders. They’re change agents who can transform stale or untenable situations into …

Posted in November 2014 | Tagged , , | Comments Off on Women, Spirit & Money: Making Me Crazy with Her Song – What Women Leaders Really Need to Do to Affect Change

Currency Corner: Build A Safety Net

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Humans like to build things. Not only things we can touch and feel, like buildings and birdhouses, but also things that are experienced rather than tangible. Relationships, goodwill, reputations, and families come to mind. In our work as financial planners, …

Posted in November 2014 | Tagged , , , | Comments Off on Currency Corner: Build A Safety Net