Articles & Newsletters

Newsletter Articles 2016-11-05T00:30:51+00:00
May 18, 2018

Not Your “Typical” Millennial

May 18th, 2018|Categories: Articles & Newsletters|Tags: , , , , , , , , , , |0 Comments

By Chris Vasquez “We thought if we lived like students for one more year, we could then go forward and have the life we wanted without the pressure of debt…” -Christin Vasquez My wife, [...]

Apr 20, 2018

Saying “No” in Order to Achieve Something Better

April 20th, 2018|Categories: Articles & Newsletters|Tags: , , , , , , , , |0 Comments

By Cass Grange Every so often, especially at various transition points, it is smart to look at the whole picture and ask:  are we being courageous in our business decisions? Are we looking at [...]

Mar 15, 2018

The Sandwich Generation

March 15th, 2018|Categories: Articles & Newsletters|Tags: , , , , , , , , |0 Comments

By Cass Grange When my kids were teens we visited the LBJ ranch.  During the tour, the docent talked about the huge philosophical gulf that existed between young people and adults during the Vietnam [...]

Feb 9, 2018

Money & Marriage – A Love Story

February 9th, 2018|Categories: Articles & Newsletters|Tags: , , , , , , , , , , |0 Comments

By Cass Grange Some of the best money advice I've received was from a close friend after his 17-year marriage broke up. He said, "Don't be cheap like me. Hire a babysitter. It is [...]

Jan 12, 2018

Financial Challenges of Divorce

January 12th, 2018|Categories: Articles & Newsletters|Tags: , , , , , , , , , , |0 Comments

By Megan Poore Major life transitions almost always create stress – even the good transitions.  Whether it’s leaving a career and transitioning to retirement, seeing children off to college after 18 years of nurturing [...]

Dec 8, 2017

Can Seasonal Spending (and Saving) Bring Comfort and Joy?

December 8th, 2017|Categories: Articles & Newsletters|Tags: , , , , , , , , , , , , , |0 Comments

By Megan Poore Although we are in the thick of the holiday shopping frenzy, it’s not too late to slow down and think about how, where and when we will spend our money and [...]