Importance of a Written Financial Plan – by Lynn Whetham


A written financial plan is critical in today’s ever changing landscape.
.
I’ve heard it said that “the only constant is change.”
.
It’s clear that our world changes very quickly in the technology age.
.
At some point, you will find your life in transition, whether it be a change you plan for, dream about or something that hits you right out of the blue. Change can be unsettling financially. A written financial plan based on current realities will help you make informed choices when faced with change.

Read more

‘Tis the Gift to Be Simple – by Lynn Whetham


I was chatting with a friend this week who was reminiscing about her grandfather. My friend’s grandfather was a Quaker and she recalls attending gatherings with him as a child. I know very little about Quakers, however this little song I was taught years ago in school came to mind:

Read more

3 Steps to a Simplified Financial Outlook – by Lynn Whetham


This past summer I had the absolute joy to go on a wilderness canoe trip. When you take this type of vacation, planning is crucial because you have to be able to carry everything you need with you. As you portage uphill and downhill you don’t want to be lugging more than you need. What occurred to me was just how little I really need and how many of the luxuries I enjoy at home are actually that – luxuries. I found I needed shelter (my tent), food and water (my awesome friends can catch fish and we carried in the rest) and I needed the canoe to get myself around. That’s it! Good friends, tasty meals were a great bonus!

Read more