Family gatherings are a great time to catch up on the latest happenings of family. I love seeing how much taller my nieces and nephews have grown. I especially love watching the new parents, with a look that is a combination of wonder and terror mixed with love as they look at their newborn babies. Continue reading “Making the Most of Family Gatherings”
One of the questions I commonly get from people is about what information to bring to a financial planning consultation. In my own meetings with employees, some people come with spreadsheets or even thick binders of information while many bring nothing at all. In both cases, they often have no idea what information is relevant and useful in making financial decisions. Whether you work with a planner or manage everything on your own, here is some information that you’ll want to have at your fingertips: Continue reading “What Your Financial Planner Needs to Know About You”
