Blog & Videos

Five Stages of Your Financial Life

By FirstWave Financial I have been known to say that all financial strategies can be appropriate, but the right strategy for YOU depends on your context. For example, if you can tolerate the sometimes wild fluctuations of the stock market,


Don’t Let Your Plan Become a Doorstop

by Jamie B. Ostrander You spent good, hard-earned money on a robust financial plan. You hired a well-qualified advisor and after hours of goal defining, data gathering, and number crunching, there it was, bound neatly with a beautiful bamboo and


Is there a new Mom in your life?

By Laura Chiesman Financial Planning Issues for New Parents As you prepare for life with your new child, there is so much to think about – baby names, mom and baby’s health, the latest in feeding and vaccinations, and picking