by Sarah Carr | Dec 31, 2014 | Budgeting, Personal Finance, Planning, Shopping
Christmas is over. The hustle and bustle has finally come to an end. The zillions of parties, events and obligations have finally stopped overcrowding your schedule. And now the dreaded task of putting all the decorations away is staring you in the face. Not to...
by Sarah Carr | Sep 12, 2014 | Budgeting, Financial Education, Personal Finance, Planning, Saving
If you are like Jeff and I, you may find yourselves occasionally (or maybe a little more than occasionally) concerned with whether or not your kids are making good financial decisions. Are they paying their bills on time? Are they using credit wisely? Do they know...
by Sarah Carr | Apr 5, 2014 | Estate Planning, Life Insurance, Personal Finance, Planning
It’s one of the first questions that comes to mind for me when I hear of someone dying prematurely. Did they have life insurance? Was it enough? These questions are all fresh in my mind especially, with the recent death my husband’s uncle. He died as a result of a...
by Sarah Carr | Mar 23, 2014 | Estate Planning, Planning
If you are a parent of a minor child, this is probably the hardest question for you to answer. Who will you name as guardian for your children if you should die? Like me, it may be the reason you’ve held off on updating your will. As I mentioned in my previous post,...
by Sarah Carr | Oct 13, 2013 | Budgeting, Personal Finance, Planning, Shopping
I often wonder what my friends think when they ask me to go shopping with them. Are they worried I’ll judge them? Is shopping with a financial planner like going out to eat with a nutritionist? Will they think I’m mentally calculating how much they are spending and...
by Sarah Carr | Oct 6, 2013 | Personal Finance, Planning
I start at the same place in every initial meeting I have with my clients. We discuss their goals. Often times, this is the first time they have actually taken the time to really think about their goals. They may have a general idea but haven’t explored many...
