Monthly Archives - February 2017

Get a plan, Stan…just set yourself free!

 50 Ways to Leave Your Lover by Paul Simon The song refers to breaking up with an unwanted girlfriend (which by the way happens a lot around Valentine’s day), but we think it can easily apply to our financial patterns that just aren’t getting us to where we want to be. FEBRUARY CHALLENGE:  “Taking Stock” Part 2 In our last blog, we suggested tracking Key Indicators that will tell you how you are progressing and what the issues are that you need to [...]


How do you know you’re winning?

You’ve got to take stock! With long range projects, it’s hard to see the success you’ve made and know if you’re on track or even winning. That’s why people create milestones and ways to track progress.  Well, financial wellness is a really, really, really long project!  You‘ve got lots of phases, lots of moving parts, debts that span 30 years and retirement funding that will go much longer than that.  You need a way to track your progress. If you [...]

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