What’s Your Money Personality?

What’s Your Money Personality?

We sure love labeling our personalities, don’t we? Ask someone about their Myers-Briggs type or Enneagram number, for example. Or how about the character they’re most like from The Office, or what kind of vacation they’re most likely to enjoy. We’re curious about our...
Family Needs & Finances in a Post-COVID World

Family Needs & Finances in a Post-COVID World

Because of the pandemic, our lives have totally changed. How we work, how our children go to school, how we shop, work out, eat a meal: all of this looks wildly different now post-COVID.  Your finances probably look different, too. Over 40% of Americans believe that...
How to Prep for Your First Meeting with a Financial Advisor

How to Prep for Your First Meeting with a Financial Advisor

When you’re trying to plan for the future and make sure you’re choosing the right financial path for yourself and/or your family, you may want some expert help. And while there are a number of financial services available to you, a financial advisor may be the best...
5 Tips for Dealing with Financial Envy

5 Tips for Dealing with Financial Envy

Social media is a great tool for networking, discovering new ideas, and staying in touch with people we care about. But it can also be a significant source of stress, one that is damaging to your self-esteem. One of the other things that social media can cause?...
How to Support Family While Keeping Your Own Finances Secure

How to Support Family While Keeping Your Own Finances Secure

For some people, “supporting their family” goes beyond providing for themselves, their partner, and/or their children. Supporting family sometimes means caring for ill or aging family members. It sometimes includes helping other family members who are out of work or...