by admin | May 10, 2022 | Our Philosophy
By: Liz Hand, CFP (R) During our just-concluded spring review session, we asked clients to look at a few areas of life that matter most: Joy, Satisfaction, Health, Family, and Friends/Community. We got quite a few side-eyes while clients filled out the questionnaire...
by admin | Jul 15, 2019 | Retirement, Uncategorized
Some people believe Social Security is not taxed. Others believe Social Security is taxed. Depending on your financial setup, either of those could be true. So how do you calculate and find out whether you will pay income taxes on Social Security? You might want to...
by admin | Jun 11, 2019 | Uncategorized, Women & Money
When my husband gets in the car, he slides the driver’s seat ALL the way back so his 6’ body can stretch out enough to comfortably drive. After he’s driven and I’m making a quick run to the store… well, I don’t automatically change the driver’s seat to fit...
by admin | Jun 4, 2019 | Uncategorized, Women & Money
“I’m just not good at money decisions. My brain doesn’t think that way.” (I hear this so often) Oh YES, you are. And your brain DOES think that way. And now I’ll prove why…. . So. I’m standing in aisle 10 and I’ve got three bottles of ketchup in my hand. The...
