Alexandra Clark

Beyond just an Allowance: How to Engage your Young Kids in Learning about Money from a Young Age

Think back to those early days in life when it seemed like everything in the candy aisle was free if you begged your parents hard enough. Not a fleeting thought was given to the expenses of a vacation or the copay costs at the doctor. There’s something beautifully unburdened in the way which children experience

Beyond just an Allowance: How to Engage your Young Kids in Learning about Money from a Young Age Read More »

Everything you Need to Know About Buying a Life Insurance Policy

If you are at the point where you are asking how to buy a life insurance policy, then you have already made the most important financial decision, which is to take the steps to insure your family’s or loved one’s financial security.  For many people, that is most likely a critical decision that has long

Everything you Need to Know About Buying a Life Insurance Policy Read More »

Small Business Owner Retirement: Dealing with an Unexpected Exit

You’ve spent many years building your business from the ground up, working through the highs and lows of entrepreneurship. Now, as you’re nearing retirement age, it’s time to think about what will happen to your business when you’re no longer working. And while you might have been planning your retirement for many years, there may

Small Business Owner Retirement: Dealing with an Unexpected Exit Read More »

More than Finances: The Benefits of Holistic Advice from Financial Professionals

When thinking about our physical health, it’s common for people to take a holistic approach—that is, we think about ways we can practice being healthy overall, like eating a balanced diet and getting an adequate amount of exercise. Keeping our bodies healthy means improving our quality of life. So why don’t we take this approach

More than Finances: The Benefits of Holistic Advice from Financial Professionals Read More »