Articles under “emergency fund”

Your 2016 Year-End Personal Finance Checklist

The year is coming to an end but it’s not too late to get your personal finances in shape. We provide 16 tips on how to start the new year off right.

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Financial Advice for Young Lawyers in Debt

What to Do First? Invest or Pay off Debt?

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2014 Year End Financial Checklist

The last few weeks of the year are always a mad rush to wrap up loose ends, often in a frantic fashion. In the spirit of the season, we thought it a good time to share a checklist of important items to consider before the calendar year ends, all related to your investments and finances.

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Eight Financial Planning Actions You Should Consider for the New Year

Many of our clients like to use the beginning of a new year to create a plan for their personal finances.  They often ask us what we think are the most important issues to consider.  We believe there are eight critical actions to focus on: Create an emergency fund Pay off high interest debt If

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