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Insights

Financial Resolutions for 2022

Get in shape. Save money. Get organized. Sound familiar? ‘Tis the season for examining your life and identifying ways to improve. As we are all aware, the problem is following through on our promises. This being a financial post, we will view each of those goals through the lens of your finances and propose methods to help you stick with them.

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Are Your Affairs in Order?

My wife turned to me and said, “I wouldn’t know what to do if you died.” I had just gotten off the phone with my father who was simultaneously mourning the sudden loss of his brother and trying to sort out his finances. Talk about a wakeup call.

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