Blogs
Understanding Risk Tolerance for Smarter Investments
Why Understanding Risk Tolerance MattersInvesting can be a balancing act, fraught with the challenge of juggling opportunity and potential losses. Emotions often run high when financial decision-makin
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The Power of Incremental Progress: Small Steps, Big Financial Changes
The Power of Incremental Progress: Small Steps, Big Financial ChangesIn the fast-paced world of business, it's easy to get caught up in the pursuit of immediate results. We crave instant gratification
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Unlocking Tax Benefits Every Homeowner Should Know
Beyond the pride of owning a home, there are significant financial benefits that come with it, especially during tax season. Navigating these benefits may seem daunting, but understanding them can lea
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Exploring Charitable Giving Options: The Power of Philanthropy
Exploring Charitable Giving Options: The Power of PhilanthropyPhilanthropy holds a unique place in our society, enriching the lives of both the giver and the recipient. The act of giving not only serv
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Here's to Your Health in 2025!
It is our belief that your finances and your well-being are closely associated. The beginning of the year is a great time to set yourself up for success with your overall health and wellness. We've
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Financial Planning By Design is celebrating our One Year Anniversary!
Celebrating One Year of Financial Planning By Design As we mark the first anniversary of Financial Planning By Design, I'm reflecting on a year filled with growth, learning, and meaningful connec
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Spotlight On: Health Savings Accounts and Their Role in a Financial Plan
Unlocking the Benefits of Health Savings Accounts (HSA's) As healthcare costs continue to rise, finding effective ways to manage these expenses is crucial. One powerful tool available to individu
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Merging High-Net-Worth Lifestyle With Smart Wealth Management
Exploring the intersection of luxury living and prudent wealth management often unveils the misconception that indulgence and disciplined investment strategies are mutually exclusive. However, it’s en
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Exciting Tips to Successfully Launch Your Small Business
The entrepreneurial spirit in the United States is vibrant and thriving, with an impressive 33.2 million small businesses making their mark. Starting a new business is both an exhilarating and challen
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Life Lessons and The Value of Time
I recently read the book, "Buy Back Your Time" by Dan Martell. As I am reading this book, I recognize that the concept of buying back your time was already familiar to me. As a young professional In
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Divorce and Estate Planning Disasters
If you are recently divorced, updating your estate plan may not feel like an immediate priority amidst the emotional upheaval that accompanies this significant life change. However, it’s essential to
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“The Whole is Greater than the Sum of Its Parts”-Aristotle
Most sources attribute this saying to the Greek philosopher Aristotle sometime back in the 4th Century. Why would I be writing a financial blog about a quote from a guy written in ancient times? We
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Estate planning risks that can derail your financial plan and your legacy
Estate planning is a key piece to your overall financial plan. We believe that proper estate planning is crucial in protecting your current assets and also your family legacy for generations to come.
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Are you grief literate or illiterate?
Those of us acquainted with grief understand the power of words. Many well meaning friends and family struggle with knowing how to act and what to say to someone who has recently lost a loved one.
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Money Stressors and Divorce
According to a recent study cited by the Institute for Divorce Financial Analysts, money issues rank as the third leading cause of divorce in North America. This statistic likely resonates with indivi
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Money and Shame
I recently met with a lady who had inherited some money from a relative. She was in her mid-fifties and had worked hard most of her life. She was sharing with me about her financial situation when t
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Building Healthy Financial Habits for 2024 and Beyond
Building Healthy Financial Habits for 2024As we step into the new year, it's an opportune time to assess our financial habits and set a course for a healthier financial future. Here are some strategie
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Financial Empowerment: Addressing the Top Concerns by Women in Today’s World
Let's face it, women and men are different when it comes to how we think and how we behave. This theory also holds true when it comes to how we manage our money. In this blog post I've gathered a few
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