The Big Win- A Client Story
Christina and Tom are like many couples. They worked hard, built careers, had a baby, saved money and kept thinking about buying a house. Pre-Covid, they had already decided that they were pretty sure they wanted to move to the Boston area to be closer to family and be able to afford a nicer home. […]
Build Your Financial House
I have no idea where the phrase “getting your financial house in order” comes from. A quick Google search resulted in nothing useful. I guess the idiom makes sense since a house starts with blue print (plan) and is comprised of rooms that have purpose like a kitchen, bathroom and bedrooms (specific accounts or areas […]
When is Enough Enough?
In a culture of work and spend, there can be an endless search for more. However, research shows that money only affects emotional well-being or happiness up to an annual income of ∼$210,000 per family, or ~$275,000 when adjusted for the cost of living in the Bay Area. Too much money can actually have a negative […]
YEAR OF THE EARTH DOG 2018- HOW TO MANAGE YOUR FINANCES
We have had two straight years of craziness with the year of the Monkey followed by the year of the Rooster. The Rooster symbolized the need to be heard, as well as egoism, despotism and belligerence. The impulsiveness and emotional instability of the Rooster meant that taking action without thinking won out! February 16, 2018, […]
Prepare for a Wild Ride- The Year of the Horse
The Year of the Horse is expected to be a year of high energy, self-improvement and unexpected adventure. Prepare for a wild ride in 2014 and know what this year will bring for your finances.
Back to Basics: Three Tenets of Good Money Management
Let these three tenets of good money management guide your decision making.