2020 is a year most of us would prefer to forget. When the year started, nobody expected natural disasters of …
Read more “Hindsight Is 2020: 7 Ways We Should All Vow to Treat Our Money Differently in 2021”
Nobody likes to think of their parents getting older and needing assistance, but it’s a reality many of us face. …
Read more “Protecting Your Parents: Identifying and Preventing Elder Financial Abuse in 2021”
As many parents start ramping up their retirement planning efforts, their kids are also preparing for an important next step …
Read more “Retirement vs. Funding Your Children’s College Education”
The holidays are an especially wonderful time to teach kids about giving and serving others. Learning that “giving” goes beyond …
The wedding is over, and it’s time for the happily ever after. But once you have unpacked the wedding gifts and …
Read more “Happily Ever After: Financial Planning For Newlyweds”
If you have signed on to a flexible Spending Account (FSA), you likely know about its tax advantages. Your FSA …
Becoming a couple comes with a lot of compromises and some long discussions to get together on the same page …
Read more “10 Tips For Couples Who Are Investing Together For the First Time”
The average annual healthcare expense per individual rises from roughly $2,000 for 19-year-olds to about $11,000 for retirees (age 65+).1 As …
Read more “You’ll Spend Thousands on Healthcare This Year. Can an HSA or HRA Help?”
Between popping the question and saying “I do,” you and your partner have plenty to plan. And while it’s not …
Read more “Getting Married? 5 Financial Considerations to Discuss With Your Partner First”
Lifestyle creep is something that’s simple to define, easy to see, yet hard to avoid. Especially prevalent amongst young professionals, …