Five College Savings Strategies for Parents
If you’re a parent, chances are you’re juggling a multitude of financial goals at the same time. You’re probably making decisions about whether to prioritize getting a new car versus taking the family on vacation, or choosing between paying off your mortgage early versus building up your retirement savings. Sometimes, financial decision-making seems endless! Still, […]
Is It Ever OK to Take a Pay Cut?
In today’s fast-paced world, you may be navigating the increasingly complex landscape of work and life. As you strive for career success, you may sometimes find yourself facing difficult decisions that can impact your overall well-being. One such decision that frequently arises is whether it is ever acceptable to take a pay cut. Balancing financial […]
Tips for Managing Financial Stress and Anxiety
Financial stress and anxiety are things we all experience at times. Whether they are connected to major life events, such as divorce or the arrival of a new baby, or the result of an unexpected expense, these feelings can be difficult to manage. They can significantly impact our overall well-being, affecting our mental, emotional, and […]
Are You Raising Financially Empowered Children?
The influence of our parents in shaping our thoughts, emotions, and beliefs about money begins at a young age, even before we reach ten years old. Parental impact is so significant that our financial behaviors in adulthood, whether positive or negative, are largely derived from the examples they set. As parents, recognizing and understanding the power […]
Money Moves for Female Solopreneurs
Running a successful business as a female solopreneur is an exciting and empowering journey. As you build your business, however, it’s essential to develop a savvy understanding of your personal financial landscape. By implementing smart money moves, you can set yourself up for long-term financial success. If you’re a female solopreneur, read on for key […]
Post-COVID Stock Market Approaching?
We share a number of different charts and graphics during client meetings, so we are adding a monthly Investment Update Blog to capture the lessons and context provided by these slides for clients that we have not met with recently. For example, there are a few Market Update Slides that indicate we could finally be […]
Are You Sending a Child to College Soon? Get These Documents in Place First
It’s that time of year when new high school graduates are celebrating, and many are preparing to move away to college. It can be a very hopeful and exciting time, but it’s also bittersweet – and sometimes downright worrisome – for parents. I remember what it felt like when my daughter Maddy went off […]
Women and Money: 5 Common Financial Fears
In some ways, women are more financially empowered than ever before. They control 33% of household wealth – or $10 trillion – and that number is expected to rise to $30 trillion in the next three to five years. However, I still see many women caught up in common financial fears that can hold them […]
Strategies for Balancing Motherhood and a Successful Career
If you’ve ever wished that you could completely skip sleeping and use all 24 hours of each day for productivity, chances are you’re a working mom! I can remember many times, especially when my children were very young, that I simply knew there were not enough hours in the day for balancing motherhood and a […]
How to Approach Your Aging Parents About Money Matters
If you’re helping to care for your aging parents – or concerned that you might need to get directly involved in their affairs as they get older – this article is for you. This article will share ways to approach financial conversations that can be difficult to have, and yet are critical to your family’s […]
