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Insights - What's on our mind

5 Steps to Secure Your Future and Save: A Primer Thumbnail

5 Steps to Secure Your Future and Save: A Primer

The number one priority is to save as much as you possibly can. There are two ways to do this, one by increasing income the other by cutting expenses. Most people can't take on another job given their day job, but everyone can manage their expenses. Cut out extraneous expenses and live beneath your means. If you accustom yourself to living well without a lot of luxuries, you can save money and set yourself up to retire well and have some cushion for a few extravagances.

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Widows: You Don't Need to do Anything Now, You Have Time Thumbnail

Widows: You Don't Need to do Anything Now, You Have Time

I am blessed to work with a great group of clients. Unfortunately, many of them have been through the process of losing a spouse. Every situation presents itself differently, and every widow or widower I speak with has dealt differently with the grieving process. This is to be expected as we are all individuals and the relationships we are losing were all built upon very different foundations. Thus, when I am asked for general advice about dealing with finances after a major loss, I usually hesitate as there is no one correct answer for everyone. But, there is one piece of advice that I have heard consistently from widows and widowers, namely, that you have time.

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