Articles, resources, and tips to support your journey toward financial well-being
There are few experiences in a couple’s life more exciting than welcoming a baby into the world. Children provide a wonderful new light in your life. They help round out…
Read More about: The Smart Parent’s Guide to Preparing Financially for Your New Baby’s Arrival
Have you noticed? There’s a movement toward redefining money. Instead of accumulating money for what it can buy, more of us want to use money to live the best life…
Read More about: Strategic Life Planning: Is Your Money Being Used To Live Your Best Life?
Have you ever watched a hamster running in a wheel? All that running, all that effort, day after day after day… but he never really gets anywhere, does he? Many…
Having a 529 plan is great way to prepare for future education costs. It encourages savings and provides tax advantages. It’s important to be clear on three areas: Who owns…
Read More about: 529 Plans and FAFSA: A Careful Balance for Grandparents
A caregiver is any unpaid individual who provides assistance with personal needs or household chores. It can be a spouse, partner, family member, friend, or even a neighbor. They may…
Nearly half of Americans say their expenses are equal to or greater than their income, according to a new study from the Center for Financial Services Innovation. Revolving credit, particularly…
If you have children or loved ones who plan to go to college, it’s important to familiarize yourself with FAFSA or Free Application for Federal Student Aid. The FAFSA qualifies…
Imagine you just turned 75. It is 10 years to the day since you retired. You’ve tackled two-thirds of your bucket list and feel pretty confident in your health and…
Read More about: Don’t End Up Alone And Vulnerable in a Nursing Home
We tend to overestimate what we can accomplish in the short-term and underestimate what we can accomplish in the long-term. The frustration that results is one big reason why so…
Bob French, CFA, Director of Investment Analysis with Retirement Researcher, does a great job explaining financial markets. The post below summarizes a piece of his lecture series in a blog…
Read More about: Do You Truly Understand The Financial Markets?
