Understanding “mental accounting”
People often take mental shortcuts when thinking about their money—overestimating some factors, not considering others—and doing so can be very costly. We can help you pinpoint opportunity areas in your finances, and build good money habits along the way.
Inflation and the future
In today's extremely low interest rate environment, it’s never been more important to understand that any good strategy needs to consider the cost of living not just today, but long into the future. Understanding inflation and how to plan for it is a key part of our client relationships.