Financial Planning

Should I sell my home, if I am moving closer to my children?

It’s a question I answer more frequently, in fact it was the topic of conversation yesterday.  My answer, let’s frame it where you have choices. I like to frame the decision both ways. Sell or not sell, or maybe delay the sell decision, spend time closer to or with your kids for a period of [...]

What are your goals?

What if you’re just not sure where to start? To get started you can frame your questions using the broad categories in Figure 1.   Writing down your thoughts by category will help narrow down your goals and begin to get clarity on what is important to you. Once you have this data, prioritize it [...]

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