By Jamie Bosse When we experience a major life change – getting married, having children, etc., often the first thing on our minds is not our will. However, it should be an important consideration if you want the final say of where your assets go once you die. If you...
By Patrick Amey This topic is often fraught with emotion. If you are like most parents, you will wrestle with this question: which is more important – my own retirement or my child’s education? And as you think about that question, you may be worried: Shouldn’t I be...
By Patrick Amey Most of us go to see professionals when we’re in trouble or during times of crisis. If you think about it, we go to the doctor when we’re sick. We see a lawyer when we have a pending legal issue, and we seek out a therapist when we’re feeling...
By Jamie Bosse Managing cash flow tends to be an issue for most people regardless of the income level. On one hand, you have known expenses, but there are always some that catch you off guard. My husband and I have done a few iterations of cash flow management and...
By Patrick Amey Last week we met with a couple who had one question in mind, “What are we doing?” The husband works with a Big 4 accounting firm and the wife is an account executive at a mid-sized marketing firm. Their oldest child just started grade school, the...
