Helping Americans achieve financial goals since 1999
Money need never be an albatross around your neck. Money is just a vehicle: a thing that helps you live your life the way you want to live it, and if you can separate emotion from it, you will be better able to see where money goes and where it needs to go.
The new year is upon us. It’s always a great time to assess where you are and where you want to be. Glance around the internet and you’ll see all kinds of challenges, vision board events, and people facilitating the planning process.
Image credit: pexels Karolina Grabowska If you’ve ever worked with a bookkeeper, you know the drill… we download your transactions, give you a call and discuss the details, making sure that we have things categorized correctly. The reason we do … Continued