How to Deal with Changing Holiday Plans (Thanks, COVID)

How to Deal with Changing Holiday Plans (Thanks, COVID)

What are your holiday traditions? Or maybe the question should be: What were your holiday traditions before the coronavirus pandemic completely changed your plans?   We’ve talked about it a lot on this blog (and everywhere else on the internet), but COVID-19 truly has...
Why Gratitude is Good for Your Finances

Why Gratitude is Good for Your Finances

How do you think about money? Do you find yourself worrying about how to make more of it? How to best use it to tackle your bills or build up your savings?  Another question for you: what if, instead of focusing on how to get more money, you focus on being thankful...
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...