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Investing vs. Spending Your Time: Apply Money Principles

By Joni Lindquist If I asked you how you spend your money, you could probably answer with an honest amount of precision.  But if I asked you how you invest your money, your answer would be very different – because spending money and investing money are two very...

Law Firm Partners: How to Plan for Lopsided Income

By Patrick Amey If you have recently been named a partner at your law firm, or you’re in another industry with varied income, you know it can be hard to plan ahead.  We help clients navigate complicated compensation every day.  Below are some common financial planning...

4 Reasons to Accept Your Company’s Buyout Offer

By Patrick Amey Many companies offer employees a buyout package to encourage them to leave the company. This is generally done to encourage voluntary departures when the organization is looking to reduce headcount. These offers can cover employees across all levels...

Laying the Foundation: Money Skills & Your College Kid

By Matt Starkey One subject every student should master before heading off to college is how to manage his or her personal finances. Many students simply “spend as they go.” Unfortunately, overspending can easily become the rule, rather than the exception. An average...

Financial Fitness in the New Year: Get a Trainer

By Jamie Bosse Around the holidays, people typically spend too much money and eat way too much junk food. Then January first hits and they vow to save their money and lose 15 pounds by giving up chocolate and working out 6 days a week!  Saving money and losing weight...