Articles, resources, and tips to support your journey toward financial well-being
According to a 2018 study by Age Wave and Merrill Lynch, 79% of parents with adult children provide some financial support for their living expenses both large and small, from…
Read More about: What is the True Cost of Financially Bailing Out Your Adult Children?
There’s a pretty good chance that your parents and grandparents retired just because they turned 65. Today’s retirement is a bit more complicated than that. While age is still an…
Read More about: 3 Ways To Know When You Are Ready To Retire
Most married couples take a “divide and conquer” approach to household tasks and chores. One spouse might handle weekly shopping, and the other might handle taking out the garbage. One…
Read More about: Spending: Are You And Your Spouse On The Same Page?
Market volatility is a normal part of investing, but even those who know this can get nervous during a market dip. It’s important to keep this initial wave of negativity…
Read More about: Avoiding Knee-Jerk Reactions To Negative Financial Events
Mickey Mantle once famously said, “If I knew I was going to live this long, I’d have taken better care of myself.” Would the future YOU feel this way, too?…
Many studies have shown that charitable giving provides greater happiness than buying more stuff. Giving to a deserving cause forges feelings of connectedness and community. Incorporating charitable giving into your…
Read More about: Doing the Most Good Without Disrupting Your Financial Plan
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
