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Mise En Place and Open Enrollment

Open Enrollment

I learned about the idea of “mise en place” during a cooking class I took several years ago. In cooking it means to lay out all the ingredients and supplies you need before you start…

New Parent Financial Checklist

New Parent

New Life - New Responsibilities - New Parent Financial Checklist I am at the age where some of my closest friends are starting to grow their families.  Hearing the excitement in their voices and seeing…

2021 Year-End Financial Checklist


Temperatures are dropping and honey hams are flying off the shelves while holiday decorations are popping up left and right. The end of the year always seems to come and go and before we know…

Finding (& Funding) Your Retirement Home

Retirement Home

Retirement is a time of transition. Those approaching retirement often look forward to the freedom that will be plentiful once they stop working. That flexibility not only allows them to dictate how they spend their time,…

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