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Blogs and 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


Your Financial GPS

By Laura Chiesman  What if you woke up one day in a strange country with no passport, map or GPS? Even worse, what if you couldn’t speak the language, had no relevant job experience and didn’t have any local currency?


Nurturing Your Optimism

By FirstWave Financial Not long ago we began using Your WealthConfidence Scorecard to increase awareness of the eight mindsets that contribute to improved WealthConfidence. These mindsets are gratitude, open-mindedness, cooperation, respectfulness, abundance mentality, connectedness, optimism, and realism. WealthConfidence is dynamic, it ebbs and


Now Where Did I Put That?

Organize Now to Save Time and Worry Later By Laura Chiesman Have you ever been sure that you put an important document, bill, or letter somewhere “safe,” but you just can’t remember exactly which safe place that was? You are


Preparing to Leave the Nest

By Laura Chiesman Helping Your Child Make the Transition from High School to College – Though you won’t be able to ride along in your child’s suitcase, there are ways you can help him or her make the adjustment to