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...
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...
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...
The Power of Yet on Your Personal Finances

The Power of Yet on Your Personal Finances

Do you think you’re bad with money? When it comes to budgeting, investing, or saving, do you feel like you’ll “never get it right” or “never understand any of it completely”? Nobody wants to be bad with money; everyone wants to have a successful financial plan. So,...
How You Show Your Love With Money

How You Show Your Love With Money

As Valentine’s Day nears, it’s time to talk about one thing: money. Just kidding. We’ll get to that part in a bit. What we actually want to talk about is love. More specifically, what your “love language” is, how your behavior in a relationship ties into money values,...