Getting control of your financial life is one of the most empowering things you can do for yourself” – Rhonda Sherwood CFP, FMA

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Latest News From The Blog

Can You Save for Retirement and Help your Adult Children Too?

When children are grown up, parents provide food, shelter, and the resources they need to grow up to be responsible adults. We assume that our children will grow up, leave the nest and strike out on their own at some point. They will finish their education, establish their own families and we’ll have a quieter, […]

Why You Should Introduce Your Adult Children to Your Financial Advisor

Even though we have become more open about many subjects, the topic of money is one that many of us find difficult to discuss, even when our children have grown up. You should introduce your adult children to your financial advisor once you have established a good working relationship. It will benefit all of you.

  • Three Tips to Spring Clean Your Financial House

Three Tips to Spring Clean Your Financial House

As soon as the temperature starts to warm up, we start to think about cleaning out those those cobwebs hiding all the nooks and crannies of our homes. And although our intentions start off really well, somehow we always find an excuse to dodge the hefty job of cleaning our “financial house”. This is usually […]