Articles Crafted for You

watercolor painting of barn with snow in January

Tips on What to Keep and What to Shred for a Clean Office

Perhaps you didn't know that National Clean your Desk Day was Monday, January 12th. Don't worry about having missed it. January is also clean your desk MONTH!

Watercolor Financial

Jan 232 min read

watercolor painting of a village at Christmas time, decorated trees, people shopping

I'm Taking My Own Retirement Advice

I will be 63 in April, and I have decided to step back from work a bit. Gradual is better. I do not want to go from working 50 hours a week to zero. Practicing a lifestyle change is a good idea before changing everything about your life.

Cass Grange

Dec 16, 20252 min read

Watercolor's Financial History: Can You Believe It's Been FIVE Years?

Watercolor Financial

Nov 20, 20252 min read

watercolor painting of a Santa Barbara mission

Should You Help Out Your Adult Kids Financially?

Should you gift your adult kids money? It depends. If you have the capacity to do so without hurting your future situation, it is something to consider.

Watercolor Financial

Sep 17, 20252 min read

When Does the Ant Ever Have Fun?

At our firm, we often help clients navigate this dilemma: when to stop toiling and start living. We believe in the power of delayed gratification and the magic of compounding interest, but we also believe in experiencing life to the fullest, on your terms.

Watercolor Financial

Jul 17, 20252 min read

Watercolor of Port Aransas, Texas by Cass Grange

Is Your Cash Working for You?

You probably review your investment statements regularly, but are you giving the same level of attention to your cash?

Watercolor Financial

May 20, 20252 min read

watercolor painting of shack in Key West, Florida, with a bicycle and chickens out front

529 College Plans

One of the most gratifying things we can do with our money is invest in future generations. A great way to do this is through 529 College Savings accounts.

Watercolor Financial

Mar 14, 20252 min read

#Goals

Do you want to be 42% more successful in achieving your goals? Write them down! It is that simple. What takes place in our brains when we write down our goals is called encoding.

Watercolor Financial

Oct 17, 20242 min read

The information provided in this blog is for informational and educational purposes only and should not be construed as investment, legal, tax, or other professional advice. The views expressed are those of the author as of the date published and are subject to change without notice. Certain information contained herein may be derived from third-party sources believed to be reliable; however, the Firm does not guarantee the accuracy, completeness, or timeliness of such information. Comments and opinions may not reflect the views of the Firm as a whole. Readers should not assume that any discussion of specific securities or investment strategies was or will be profitable. The Firm may hold positions in securities discussed.