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As I write this, my fiancé Joe and I are navigating a series of major financial and life events. From a financial perspective, life is all about working towards multiple goals at the same time.

For starters, we are planning our wedding in Mexico City in November
. At the same time, we are also working through the process of starting a family through surrogacy. And if that wasn’t enough, we are also planning to buy a new house. Working toward these goals (while continuing to save for retirement) has required a lot of careful planning and disciplined saving. In this article, I wanted to share what we’ve been doing from a financial planning and investment management perspective to make it all work.

To build upon the great articles written by my colleagues over the past several months, I am pleased to share a little about how I manage my own money.
As we do with our clients, for starters, it is worth discussing some of the goals that drive my investment decisions. While I don’t believe one needs a specific set of goals to justify saving and investing, saving and investing for their own sake is always a good idea. But there are a few general objectives that I like to keep front and center.

I’m a pretty cautious person.  I have no problem admitting this. In fact, if you know me personally, I imagine you’re smiling and nodding in agreement.  I have never possessed…

I know that I am fortunate in many ways.  Among the reasons for that good fortune is that I have never worried about money.  That’s partly because I’m just not…

We enjoy helping you with your financial plan. Now we want to tell you a little about ours. This is the second blog in a series about how our advisors…

We enjoy helping you with your financial plan. Now we want to tell you a little about ours. This is the first blog in a series about how our advisors…