Insights Blog
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Where Is My Money Going? Developing a Cash Flow Plan That Works
It can be easy for busy professionals to let financial management fall to the wayside. But did you…
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How to Feel Fulfilled In Your Financial Life, A Guide to Money Balance
People tend to think of money as the goal. They chase higher salaries, and focus on finding the…
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Can You Still Save Money When You Have Student Loans?
It’s a tale as old as time, a question that stumps nearly everyone who encounters it, and one…
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Are You Thinking About A “Big” Purchase? Here Are The Pros and Cons
Let’s be honest: buying new things can be exciting (they don’t call it retail therapy for nothing)! But…
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AVID Chat 69: Two Types of Life Insurance and When To Use Them
In general, there are two types of life insurance: term life insurance and “whole” or “permanent” life insurance….
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AVID Chat #68: What To Do When There Are Scary Headlines
When headlines are scary, it can be easy to slip into being reactionary with your money. There’s an…
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How to Back Up Your Financial Documents
If you’ve accidentally deleted or misplaced a financial document, you already understand the importance of backing up your…
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What Is the Difference Between a Tax Credit and a Tax Deduction?
When it comes to preparing your taxes, the idea of tax credits and tax deductions can be music…
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AVID Chat #66: Using a Card Game to Define Your Values
Have you ever taken the time to clarify your values? Most people know loosely what values are important…
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Understanding (and Avoiding) the “Money Illusion”
It’s no surprise that a dollar today isn’t worth the same as a dollar was 20 years ago….
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AVID Chat #65: 3 Tips For Handling Money In Relationships
In the many years that our team has been practicing financial planning, we’ve worked with a long list…
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6 Ways to Stay Financially Fit in 2022
The new year is here, and your resolutions are probably well underway. While you may set goals to…