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Where to Park Your Emergency Funds

Recently, I discussed a few key reasons to have an emergency fund as well as some potential aspects to think through in deciding the...

Creating An Emergency Fund Target

Is the 3-6 month emergency fund saving rule the best? Consider these areas to come up with a target more personalized to your financial life

3 Reasons I Have An Emergency Fund

A discussion on emergency savings isn’t generally the choice topic among those on a financial journey. In fact, in the world of financial...

Planning for Conversions

As a financial planner, I see a wide range of scenarios in the plans that we do for people. One day, we may be developing a plan for...

Discovering Your Goals

In financial planning, goals are an essential piece of a comprehensive financial plan. While some might assume that financial planning is...

Goals Are Key

In another recent article I discussed three key attributes of financial planning. One of these attributes of a successful financial plan...

A Financial GPS

A couple of times a year our family takes road trips to visit our extended family out of state. With two young kids it’s no small...

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