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Monday, October 1, 2018

The sticker shock of graduating with a doctorate A friend asked me to talk to her best friend from high school. She has just graduated from veterinary school, and she has already landed a dream job as a small animal vet in her home...

 

Wednesday, September 26, 2018

Do you know someone who has just retired? Recently I met with a client who just retired from a 30-year career. She feels very good about making the leap into retirement. She’s ready to enjoy life without so much worry. We were...

 

Wednesday, September 12, 2018

Are you putting money in your 401K, paying down your mortgage, saving for the kids’ education in a 529? Are you doing everything just right, but you still don’t feel secure? What’s bothering you in your retirement...

 

Wednesday, September 5, 2018

Do you have a mission statement for your legacy? Do you remember the book, The 7 Habits of Highly Effective People, by Stephen Covey? There’s an exercise in the beginning of the book to help individuals define their personal...

 

Tuesday, August 21, 2018

What happens if? It’s been 20 years, and the marriage ends. I know more than one person who thought it would never happen – divorce. It’s not in the plan. How do you start over? There are more and more gray divorces....

 

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Monday, June 4, 2018

Can one habit make a big change In The Power of Habit, by Charles Duhigg, cited research that found a correlation between making your bed and following a budget. I have thought quite a bit about this connection. The theory is that...

 

Tuesday, May 29, 2018

After many years of study and practice, I have achieved the CERTIFIED FINANCIAL PLANNER™ designation. Here's a link to an online article. The CFP® marks identify those individuals who have met the rigorous experience and...

 

Monday, May 21, 2018

Does money make you happy? Money is a tool. It pays for our housing, food, clothing. As we move up in the world, money provides more and more for us, better cars, better clothes, better furniture, better (fill in the blank). We strive...

 

Wednesday, April 18, 2018

Let me tell you a little story… Motivated to action Last weekend I want wanted to get out my art supplies and create something! I had been saving some special paint for the perfect project, and I had finally come up with that...

 

Thursday, October 19, 2017

As the mother of five children, I want to make sure my kids have good financial sense (sorry for the pun). Even for a professional, it’s nice to have a basic guide with financial milestones for kids. Recently, we were contacted...

 

Thursday, October 19, 2017

-Benjamin Franklin To understand a client’s investment goals you gather all of the relevant documents from risk tolerance and investment statements to life insurance policies, but an important asset that people often forget is...

 

Thursday, October 5, 2017

How do you want to fully experience life? Buy a sailboat Learn to play the piano Fly family and grandchildren home for the holidays Leave money to the Humane Society Take a river boat cruise down the Sein Put money in a 529 for...

 

Friday, September 29, 2017

Living in Kent County, Maryland keeps you grounded in American history. Visit downtown Chestertown and you are walking in a community rich with Colonial architecture from Wide Hall on the Chester River to Washington College. Our very...

 

Friday, September 22, 2017

“Money is only a tool. It will take you wherever you wish, but it will not replace you as the driver.” -Ayn Rand In our business we speak with clients about investment diversification, performance and risk, but there is so...