By Jamie Bosse Many executives and high performing employees earn a large chunk of their income through bonus payouts or other forms of “extra” compensation like restricted stock units or performance awards. Sometimes this “extra” compensation amounts to more than...
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...
By Jamie Bosse The 4th of July isn’t only about BBQs, hot dogs, and fireworks – each year we are actually celebrating our independence from Great Britain and the formation of the United States of America. As a financial planner, I urge my clients to plan for...
By Patrick Amey Spring is here, summer weather has begun (in many places), and graduation time has arrived. Across the country, students are finishing their high school, college, and even graduate school lives, after years of hard work, stress, and excitement....
By Jamie Bosse Know what your means are: It is difficult to live within your means if you don’t know what your means are. Make sure you know exactly what is coming in and what is going out every month. If your salary is $100,000 a year, that doesn’t mean you get...
