Financial Resources & News

A Better Approach to Managing Finances for Couples

By:  Paul Horn, CFP®, CPWA® Senior Financial Planner For most couples, the leading cause of fights is over finances. To best handle finances it is best to have open and honest communication and to work with a Certified Financial Planner™ professional who can be a neutral third party. In my experience, many fights over finances are over minor things that can be easily avoided. Below is a...

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Budgeting Tools to Consider

By:  Paul Horn, CFP®, CPWA® Senior Financial Planner In our last blog post, we mentioned the importance of automating your budget. This blog post will look at some different tools and resources available to make managing your finances much easier and less scary! Take a look at the different options below. These are merely a starting point and by no means an exhaustive list. We do not have any...

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Most Things You Know About Budgeting are Wrong or Outdated

By:  Paul Horn, CFP®, CPWA® Senior Financial Planner One of the biggest challenges of working with individuals is discussing their budgets. The simple reality is people are busy and we are not taught how to budget. Another challenge is that budgeting is like doing taxes – it’s necessary but no one wants to do it! Let's take a look at some of the more common mistakes we see when helping people...

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