Empathetic listening coupled with asking probing questions brings a richer conversation with those we love and is the essence of life planning, a growing segment of financial planning for many holistic financial planners.

Need a getaway to relax and unwind, but don’t have the funds? Try getting the whole family involved with these money-saving ideas to reach your goal of a well-earned vacation.

This edition of Oasis Wealth Planning's newsletter introduces people groups who live long, healthy lives, and explains why we embrace market pricing as part of our investment management principles.

Although most people 50 and older have personally saved a certain amount for retirement, fewer than half (45%) have calculated how much they will need to live comfortably in retirement and far fewer have looked at the related issues surrounding their wealth.

Employing a financial planner is not an inexpensive proposition, so the obvious question is, “Are they worth it?” Morningstar and Vanguard have each undertaken studies to quantify the impact good of a good advisor from an investment standpoint, but true fee-only financial planners can add significant value above and beyond the investments. Many folks want a trusted, objective advisor to help them achieve their goals.

Knowing where to begin with improving your financial situation and getting on track is the first step toward making your improved financial situation a reality. A good place to start is to see how your financial life aligns with the Five Fundamentals of Fiscal Fitness.