For some, success means reaching true financial confidence
and a level of income and assets that gives them the freedom to live an ideal life—however they define it.
For others, success means having the freedom to pursue
greater meaning and purpose—to lead a life of significance
by giving time, money, and passion to create a better world.
At TandemGrowth Financial Advisors, our team combines holistic wealth management services and fee-only financial advice
to help individuals and families create the capacity to fulfill their
own vision of success—whatever that may be.
Submitted by TandemGrowth Financial Advisors LLC on September 1st, 2018
By Mona Fahmy, CFS, AIF
I’m not a marriage counselor or a psychologist, but boy, have I witnessed a lot of conflict among couples! As a financial planner, I’ve been helping people build stronger financial lives for almost 20 years, and I’m still amazed at the power money has to cause upset and arguments—even between the most loving, committed couples. In fact, if there’s one thing that can threaten the whole idea of marital bliss, I’m certain it is (you guessed it) money.
Submitted by TandemGrowth Financial Advisors LLC on August 1st, 2018
By Jeff Bernier
The last few months have been a whirlwind, and not in a good way. A wave of serious health issues has been turning life upside down for a too-large handful of our clients. The saving grace amid this sudden onslaught has been this: every family we’ve been helping to deal with a health issue each had a sound financial plan in place before their crisis hit. Plus, once they received a diagnosis, they each took the time to revisit their existing estate plan to be sure everything was in order and that their plan reflects the current tax law. Today, they each have a sound plan in place that is aligned with their wishes.