For the most part, your children will learn what is important about money and how to handle money by watching you, their parents. Teaching by example is powerful indeed, when it comes to money. Jennifer discusses a simple three-component system [...]
Perspectives on financial decision-making vary widely, which is often puzzling. How can two people—like two spouses, for instance—reach such different conclusions about how to spend their money, when their financial context is the same or at least quite similar? Mckenzie’s [...]
All of us need to identify and write down our preferred monthly or annual income number—even those among us who naturally procrastinate on money-related tasks. We need this information to plan for financial freedom and security. Take a look. Contact [...]
There are times when seeking the guidance of a professional can make all the difference in your experience of long-term financial success. When might an advisor help you? Take a look. Then contact us today to schedule a second opinion [...]
“Making work optional,” a/k/a retirement, is a common financial planning theme. For business owners, the stakes may be higher than for many because their largest asset is often their business. To maximize the value of this business asset, succession planning [...]
One aspiration shared by many of us is the luxury of “making work optional” a/k/a retirement. While this may not be seen as a luxury but rather as a necessity, when you consider that paying for retirement may be the [...]
It may be easy to grasp the importance of managing your risk when it comes to your portfolio—including your IRA and 401(k) accounts. What investors may not be as clear about are the potential benefits of periodic rebalancing of their [...]
Tax reporting season can be frustrating because it feels like our wealth is dissipating into the cost of our tax liabilities. If such thoughts cross your mind, here is a positive thought antidote: Use the strategy of dollar-cost-averaging into your [...]
Regular money meetings can truly enrich the communication between you and your spouse, or within your primary relationship. Mckenzie has some tips you do not want to miss; take a look! Remember to contact us today for additional perspective, such [...]
There is no season like tax-filing season, to remind you of the need to be organized regarding your financial life. Jennifer boosts your motivation as you tackle: Getting organized! Contact us today to start a conversation about your financial goals.
Certified Financial Planner Board of Standards, Inc
Our Mission: Money is a powerful tool, a tool that serves our families, our values, ourselves. The Entrust team partners with each client, first to help them make good financial decisions in all aspects of their lives and second, to put their money to work—so they may achieve all that is important to them. We create a better life experience.