Protecting Your Credit

It is a story we unfortunately hear too often – a bank or financial institution was hacked and our personal information may have been breached. What can you do if your information has been breached, and what can you do to protect yourself in the future? Run your credit report You are entitled to a[…]

Method is 4!

Dear Method Community, Can you believe it? Method is 4! The past four years have flown by and I wanted to take a moment to thank each and every one of you that has supported us through the years, including the first year we were in business when we added a baby to our growing[…]


So how many of us are still working towards those lofty goals we set back on January 1st?     As financial planners we speak with clients all day long about goals – setting goals, short-term goals, retirement goals and of course there is some celebration when clients have reached a goal!  While the financial goal[…]

The Catalyst

Last Saturday I jumped on the bandwagon and tried celery juice for the first time.  I do not own a juicer so after reading a few blog posts I decided I could make it using a few other items I had in my kitchen.  As usual, my 4 year old woke me up before 6:00am,[…]

I Don’t Pay For My Investments…Wait, I’m Paying How Much???

  Question:  Do you know how much you are paying in fees in your investments accounts each year? Unfortunately for most investors this is not an easy question to answer, so here is a quick summary of the ABCs of investment fees: Account/Custodial Fee:  An annual fee may be charged by the financial institutional holding[…]