We recommend reading Smart Couples Finish Rich by David Bach.

Fighting about money is the #1 reason for divorce in America . From first-time newlyweds at the start of new careers to people marrying later in life or on their second or third marriage, couples face an overwhelming task when creating and managing a two-income household. Most couples find themselves frustrated when it comes to combining their complex financial histories, and, as a result, both their relationships and bank accounts suffer.

In The Seven Habits of Highly Effective People, author Stephen R. Covey presents a holistic, integrated, principle-centered approach for solving personal and professional problems. With penetrating insights and pointed anecdotes, Covey reveals a step-by-step pathway for living with fairness, integrity, honesty, and human dignity-principles that give us the security to adapt to change and the wisdom and power to take advantage of the opportunities that change creates.

Another book we think is worthwhile is Values Based Financial Planning by Bill Bachrach.

If you’ve ever felt overwhelmed by the process of financial planning…if you’ve wondered how to find a financial professional who is both competent and trustworthy…if you know that a strategy would make all the difference to your financial future… if you’ve always suspected you could base your financial plans on something more meaningful than immediate needs and long- range goals…Values Based Financial Planning is for you.

We are proud to announce the rollout of our new website, which includes both an updated look and updated functionality as well.

The new site is driven by the WordPress content managment system, which will allow us to make regular changes and updates to the site, with the goal of keeping your informed about changing trends in the financial markets.