Cultivating Wealth Blog
Tips and ideas to simplify your financial life
We’re Not Ready, But It’s Happening Anyway
We moved into a new house a few months ago, and for the first time ever, we have a pool. Swimming pool was not even on my list of priorities when we were house hunting last Fall, but with three kids and a dog, I knew we would use it. Summer is just around the corner,...
Quarantine Finance Webinar – What To Do Now
UPDATE - VIDEO POSTED BELOW It seems that every day another client is sharing news of layoffs and company shutdowns. Over the last five weeks, 26.4 million people in the US have lost their jobs. For context, this is more than all the jobs created since the 2008...
Estate Planning in the Face of COVID-19
Guest Post by Shannon P. McNulty, Esq. As the COVID-19 crisis drags on, you may be concerned about having a solid plan in place if something were to happen to you. Below are some of the common estate planning issues that are arising during this pandemic which may be...
How to Triage Your Finances During a Tough Time
If you’ve had a loss of income due to the COVID-19 shutdown, you may be wondering how to protect yourself financially. We look at people’s cash flow every day, so we have a pretty good idea of how people choose to spend. In difficult times, we recommend a triage...
Is It Time to Refinance Your Mortgage? Six Points to Consider
As mortgage loan rates hover around historic lows, almost everyone seems to be asking themselves if they should refinance. And if you aren't, you should be. Your home is usually one of your biggest expenses and the source of a significant portion of your net...
Help Is on the Way – Understanding the CARES Act
The Coronavirus pandemic is affecting us all. We’ve been staying healthy personally, but our kids have been home from school for weeks, and clients are sharing news of work furloughs, cancelled projects and closed businesses. It’s amazing how fast things are changing...
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