When you choose to have children you are embarking on one of the greatest adventures of your life. Children change you: they change your habits, routines, priorities, and even the
70% of wealthy millennial families are prioritizing college funds as opposed to retirement savings. This study by Personal Capital also found that 64% of the participants with children said their
When you hear the words financial planning, what do you think of? Probably some form of high level investing and portfolio management. And while this is an aspect of financial
Should you pay off your mortgage ahead to schedule? Or save and invest instead? Here’s what to consider before changing your plan.
Imagine you hit the ripe old age of 40, quit your job, and begin the next chapter in life. Plus, you never have to earn a paycheck again—no commute, no
One of my favorite aspects of working with a new financial planning client is seeing how the person handles their money, and that goes doubly so for a married (or
Your kids might be past the “teddy bear and candy hearts” phase for Valentine’s Day gifts, but there are still meaningful ways you can show you love them when they’re
Whether you have more money than you need, or are struggling each month to get by, recognizing the stress money plays in our lives is the first step to relieving
Your credit score affects more than just getting approved for a loan. It can also influence interest rates, insurance pricing in some states, apartment applications, and even utility deposits. The
Learn more about how you can avoid holiday stress with a well-thought-out giving strategy. 1.) Holiday budget. Start with your budget for holiday spending, and then come up with a