Blog Topics


By Shea Newton | January 24, 2022

Inflation is the general increase in price level which corresponds to a reduction in purchasing power. Why do we care about it? We care about inflation because our dollars buy less. For example, remember when you could buy a gallon of gas for $1? Now it’s $3 a gallon. The same amount of money that would fill out tanks up will only fill up one third of a tank now!

What is a Comprehensive Financial Plan?

By Shea Newton | January 17, 2022

A comprehensive financial plan covers all financial areas of your life. You must know where you are now before you can figure out where you are going.

Treasury I-Bonds

By Shea Newton | January 10, 2022

Recently Treasury I-Bonds have received a lot of press. It makes sense in this low interest rate environment why they would be talked about-a government bond paying an annualized rate of 7.12%!

Intentions & Goals for the new year

By Shea Newton | January 3, 2022

Intentions & Goals for the New Year – Happy New Year! What are your intentions for this year? Is there something specific you really want to make happen?

Rest, Relax and recharge

By Shea Newton | December 27, 2021

“Sometimes the best solution is to rest, relax and recharge. It’s hard to be your best on empty.” –Sam Glenn This is the last week of 2021. There’s not much going on in the US during this week between Christmas and New Year’s. I hope everyone has the opportunity to visit with loved ones and, […]

Give Smarter and Make a Greater Impact with Philanthropy

By Shea Newton | December 20, 2021

What inspires you to give? Most of us give for the same basic reasons. We want to help others, make a positive difference in the world—and giving feels good. It makes us happy and connects us to the causes we care about. Studies show that most charitable folks give according to their values or to support causes they care about. But they don’t always have a strategy around giving or a way to monitor for impact.

How to Pay for Travel

By Shea Newton | December 13, 2021

I absolutely love to travel. I even have different folders in my email for reservations and plane tickets. These folders are rarely empty because I love having a trip to look forward to. Travelling is not cheap when you think about hotels, airfare, eating every meal out, car rentals and spending money for sightseeing. People approach budgeting for travel in different ways-some save up and purchase everything at once; others pay for things along the way.

Financial Planning-is it Easy?

By Shea Newton | December 6, 2021

Over the years I have gained lots of experience in financial planning with seeing so many different scenarios-not one person’s situation is the same. Also, the CFP(R) curriculum consists of an education piece that really lays out a great framework in the Financial Planning process. When you start with a good framework that has pieces that can be replicated and add real life situations to this framework, it becomes second nature.

Capital Gains Distributions

By Shea Newton | November 29, 2021

As we are approaching the end of the tax year, you may start seeing some capital gains distributed by some of the investments you hold-mainly mutual funds.

What Are you Grateful For?

By Shea Newton | November 22, 2021

It is Thanksgiving week and I thought it would be nice to step away from talking about money and finances and be grateful for the people and things in our lives that money cannot buy. I’ll start. I have so much abundance in my life that I am grateful for. I could not ask for […]

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