Goals + Habits = Progress

Fall provides an opportunity to refocus your goals and reset your habits. Money touches most of our life goals, even goals that aren’t explicitly financial (such as spending more time with your significant other, which may require money for dates or vacation). Healthy money habits can facilitate these goals as well as help you progress toward financial freedom.

Where to Keep Your Cash Money

How much cash should you keep on hand?  That’s a question that comes up with every client, and rightfully so: too little and you’ll be unprepared for emergencies or unexpected expenses, but too much and you won’t be investing your money wisely.  While the answer depends on your goals and personal circumstances, here are some rules of thumb that apply to just about everyone.