What Type of Financial Expert Do You Need?

What Type of Financial Expert Do You Need?

Feel like it’s time to take control of your finances? Where do you even start? And what type of financial expert should you hire? Do you need a CPA and a financial planner? What about a bookkeeper? There’s a lot to think about! With all the options out there, it can...
Why (and How) to Update Your Beneficiaries

Why (and How) to Update Your Beneficiaries

Is it time to update your beneficiaries? Do you know for sure who’s listed as the beneficiary for your life insurance policy? What about your retirement plan? When was the last time you reviewed that paperwork?  If it’s been a while, that’s OK — it’s not something...
How to Financially Prepare for a Baby

How to Financially Prepare for a Baby

Are you ready to grow your family? Whether you’re just thinking about the future or looking at a due date that’s just a few months away, it’s critical to prepare as much as possible. We won’t tell you which car seat to buy or how to decorate your nursery, but we do...
Building a Healthy Relationship With Money

Building a Healthy Relationship With Money

Money is always a touchy subject, but it’s especially challenging in a world with rising inflation, sky-high housing prices, and an unpredictable stock market. Add in a hefty dose of unsolicited advice and judgment from parents and grandparents, and you’ve got an...
Making Intergenerational Housing Work for You and Your Family

Making Intergenerational Housing Work for You and Your Family

Millennials get blamed for a lot — killing Applebee’s and cable TV was just the beginning. Every week, it seems like there’s a new story about some “important” tradition that Millennials (and Gen Zers) are choosing not to follow. And now, we’re seeing the latest...
Planning for Big Purchases

Planning for Big Purchases

What’s the best way to protect yourself financially when you make a big purchase? How can you determine whether it’s best to pay in cash or take out a loan? Most people don’t make large purchases very often, so when the time comes to think about buying a new car or...