Blog
Turn Your Holiday Bonus Into a Gift That Keeps on Giving
As the holidays approach, many look forward to receiving a year-end bonus, but there’s more to it than just extra cash for gifts. Learn how to strike the perfect balance between having fun now and securing your finances for later.
Donor-Advised Funds: A Smart Way to Manage Your Charitable Giving
Are you making the most of your charitable contributions? Donor-advised funds (DAFs) could be the answer, offering significant tax benefits and the flexibility to support various causes over time.
Beat Investment Anxiety: How to Stay Calm in Volatile Markets
Feeling overwhelmed by market noise? Learn how to stay focused on long-term goals and manage stress with informed decisions, even during market fluctuations.
How to Raise Financially Savvy Kids: Budgeting, Saving & Money Talks
Financial competence starts with small steps. Learn how to teach your kids money lessons that will stick for life
Creating a Shared Financial Vision: Having the Money Talk with Your Partner
Open and honest financial conversations are the foundation of creating a shared vision for your life with your partner. Get tips on navigating the 'money talk' with ease.
Strategies to Mortgage Freedom
Are you on a quest to own your home outright sooner than planned? From making smart extra payments to understanding the power of refinancing, uncover practical tips for managing your mortgage effectively.
Beyond the Mortgage: Is Buying a Home Right for You?
When deciding between renting and buying a home, consider more than just the financial aspects. Think about upkeep, location, and lifestyle needs before taking the plunge.
Strategies for Making Sound Financial Decisions During Every Career Move
Embracing a new job role? Learn the essentials of making strategic financial decisions during career transitions so your wallet keeps pace with your professional evolution.
Preparing Your Finances for Divorce
Going through a divorce? Financial preparation is an important part of the process. Here's an overview of important areas to look into.
I Paid Off My Student Loans–Now What?
Once student loans are behind you, it's time to reassess your financial status and look into the new opportunities available to you.
A Windfall of Opportunities: How to Make Smart Choices with Sudden Money
Receiving a financial windfall, whether it's a surprise inheritance, a lottery win, or a legal settlement, can be both exciting and overwhelming. It's natural to feel a rush of emotion and to want to spend the money right away, but it's important to take a step back and think about how to be smart with your windfall.
Financial Planning in the Face of a Terminal Illness
The job of financial planning is to help prepare your finances for the challenges and opportunities that lie ahead, even if one of those challenges is a terminal illness. Here’s guidance on steps you can take to get your affairs in order should you face that diagnosis.
5 Steps to Protect Your Finances from Cognitive Decline
Most people will experience some degree of cognitive decline or memory impairment as they age. It’s an unfortunate reality of life, but one that should be expected and planned for accordingly, especially when it comes to managing finances.
Choosing a Caregiver When Family Isn’t an Option
Choosing a caregiver for a loved one is a daunting task that will likely have you navigating unfamiliar waters. Here are some things to consider to ensure as much comfort, safety, and peace of mind as possible.
How to Budget for the Holidays
At the holidays, it’s natural to want to treat yourself and your loved ones, but you still need to be careful not to blow your budget.
Comprehensive Financial Planning: What It Is, Why It Matters
As you invest and save for retirement, you will no doubt hear or read about comprehensive financial planning – but what does that phrase really mean?