by Cady North | Mar 11, 2025 | Financial Planning
We all know the drill: save more, spend less, invest wisely. But if you’re like most people, you’ve probably asked yourself at some point, “Why am I doing all this?” Is it just to hit a certain number in your bank account? Or is there a deeper reason driving your...
by Cady North | Jun 4, 2024 | Financial Planning, Retirement
Unless you’ve spoken to your parents extensively about their finances, almost everyone thinks they will have to support their parents in some way in the future (housing, health, caretaking, or finances). In fact, 4 out of 5 millennials and generation x-ers worry...
by Cady North | Jun 1, 2022 | Financial Planning, Retirement, Saving
Inflation has got everyone thinking about expenses lately, but what about your income? Did you know that how much you get paid is under your control more than you think? The reason? Taxes. Your stated salary is only one factor that determines your take-home pay. ...
by Cady North | May 4, 2022 | Financial Planning
A common experience my clients ask me about is how to handle finances once the health status of an aging parent changes. This may come up when your parent gets a new diagnosis or has a health event leading to more care. These kinds of transitions can be hard, but it...
by Cady North | Apr 6, 2022 | Financial Planning, Investing, Retirement, Saving
I get questions related to how frequently should you check in on various aspects of your finances. It’s normal to want to “over check” things to have a sense of control — but when does it become just a bother? On the flip side, some people may...
by Cady North | Mar 9, 2022 | Financial Planning, sabbatical, Saving
My spouse has been on sabbatical for 6 months. He’s a software developer and most recently worked at a biotech company. Burnout took hold after working long hours for more than two years on blood testing products during the COVID crisis. So I encouraged him to...
