May 18, 2018

Not Your “Typical” Millennial

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, Christin, worked hard to pay off her $35,000 balance in law school student loans over the 13 months after […]

Not Your “Typical” Millennial
Apr 20, 2018

Saying “No” in Order to Achieve Something Better

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 the broad perspective and doing what is best for clients and our team going forward?

In 2017, we celebrated our […]

Saying “No” in Order to Achieve Something Better
Mar 15, 2018

The Sandwich Generation

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 War.  Later, my kids asked me more questions about the so-called “generation gap” and I was surprised they didn’t […]

The Sandwich Generation
Feb 9, 2018

Money & Marriage – A Love Story

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 cheaper than a divorce.” Oh, the price of regret is so high. So how do we use money as […]

Money & Marriage – A Love Story
Jan 12, 2018

Financial Challenges of Divorce

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 and parenting them, or starting your own business after working for someone else, the stress can be great. Even […]

Financial Challenges of Divorce