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5/13/2021
3 Hard Financial Questions to Ask Yourself Before a Divorce
Post by David A. Emery, CFP®, CDFA® When it comes to divorce, the question of how to split money is not enjoyable and seldom easy, but it can make the difference long-term in recovering from divorce and re-establishing personal happiness. Poorly-executed divorces can mean years of lasting pain, and mistakes made early on are all the more difficult to correct down the line. While it can feel impossible to sift through the emotional wreckage and think about real-world consequences, it’s best More
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July 2021
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4/14/2021 A Q&A with Planning Capital’s Dave Emery
Meet Dave Emery, the newest member of the Planning Capital team. Dave has had a More
1/19/2021 How Much Does it Cost to Work with a Financial Advisor?
Financial planning, investments, and money matters can be a complex subject for More
10/8/2020 How to Apply Holistic Thinking to Your Financial Plan
Many firms in the Financial Services Industry put much of their energies toward More
9/25/2020 Just How Do We Plan Investments at Planning Capital?
Advisors who lack a disciplined approach in search of investment performances or More
Commentary
4/21/2021 Commentary – 2021 2nd Quarter
1/25/2021 Commentary – 2021 1st Quarter
10/22/2020 Commentary – 2020 4th Quarter
7/27/2020 Commentary – 2020 3rd Quarter
4/15/2020 Commentary – 2020 2nd Quarter
1/16/2020 Commentary – 2020 1st Quarter
All Commentary
9/1/2020 When Should You Think about a Financial Advisor?
When we all started our careers, our choices were fairly simple: Don’t sp More
7/28/2020 Financial Planning Lessons We Learned from Classic Lit
Books have been known to help develop greater capacities for empathy, strengthen More
6/17/2020 What You Need to Qualify for Loan Forgiveness under the Paycheck Protection Program
There are still a fair amount of unknowns and ambiguities surrounding the Payche More

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