College Bound: Must-Have Talks Before the Big Drop-Off
For the past year, I have been living vicariously through my daughter as we have toured 11 college campuses…
From Diapers to Dollars: Juggling Family, Work, and Finances
Returning to work after maternity leave is a milestone filled with emotional tension…
Election Year Enchantment: Navigating Markets in the Political Theme Park
My family went to Disney World in 2022, which is also the year in which I learned that I’m not relaxed enough to enjoy things that lay at the intersection of logistics and “fun.”
Survive and Thrive: 2024 Home Buying Tips You Can’t Miss
It’s springtime! And, alongside the season's new blooms, eager homebuyers are also emerging from winter hibernation….
Mutts and Money: A Tale of Embracing Change
When you adopt a dog, you commit yourself to change. There is no way around it…
Winning Tax Strategies: From First Save to Final Score
Don’t get me wrong. I love America. But let’s hold onto as much of our hard-earned money as possible and take advantage of tax breaks.
2023: A Year in Review
I hope you read this with a steaming mug of a holiday beverage in hand. Doesn’t time move quickly?
Navigating Inflation: Reflecting and Deflecting
Inflation was a hot topic last year and still seems to be a lingering concern for many people…
When Looking for a Financial Professional: An Advisor's Perspective
As you read this, you might be considering working with someone on your finances. If you ask me, I think that's a great idea…
Get in Shape: Tips for a Stronger Financial Future
Have you ever decided to be more active or live a healthier lifestyle? Do you regularly set goals to improve your overall health?
To Claim or Not to Claim: When Should You Collect Social Security?
If you're nearing your 62nd birthday, get ready! The time has come to decide when and how to start collecting your Social Security benefits…
HSA 101: A 2023 Guide to Health Savings Accounts
Truth be told, it’s more likely that you’ll live longer than your grandparents did…
You're Only Young Once: Your Retirement Reality Check
Your 20s and 30s are a time for careers to blossom and income to grow…
From Job to Job: What to Do with Your Previous Retirement Account
Way to go! You scored a new job! Now, as you embark on this exciting new endeavor, there's one topic bound to come up: retirement plans…
Here's Why You Should Start Investing When You're Young
You’re never too young (or young at heart) to begin building an investment portfolio!
Protect Your Financial Legacy With a Will
Parents may not like to dwell upon their untimely deaths, but creating a will now will help ensure your family’s finances…
How Interest Rate Hikes Affect Your Finances
Unless you live on another planet, you are fully aware of this thing called inflation, whether you’re at the grocery store, a gas station, buying clothes online, hiring a contractor, or doing almost anything that requires spending money for something…
Things to Consider Before Buying Your First Home
So, you’re looking to purchase your first home….Congratulations! This is a very exciting time!
