Gen Y and Gen Z: Changing Financial Priorities

Gen Y and Gen Z: Changing Financial Priorities

If you’re like most millennials or members of Generation Z, you grew up hearing about traditional financial priorities: graduate college, get a good job, buy a house, have children, save for retirement. But this cookie-cutter plan isn’t necessarily right for everyone,...
Identifying and Honoring Your Spending Needs

Identifying and Honoring Your Spending Needs

It’s that time of year when everyone is focused on self-improvement. Resolutions revolve around recovering from the excesses of the holiday season by making healthier choices and better financial decisions. It’s time to get your budget back in gear, right? Well,...
How to Stop Money Fights in Your Relationship

How to Stop Money Fights in Your Relationship

Marriage is tough, and all couples struggle with unique issues in their relationship. However, money is one of the most common reasons for divorce in the United States. Money itself doesn’t cause divorces, but issues around money can. Being financially stressed,...
Do Your Money Goals Reflect What You Want?

Do Your Money Goals Reflect What You Want?

The keys to having a happier and more secure financial life sound easy, in theory. Set up a budget and stick to it. Have frequent money conversations with your partner. Know your money values and let them guide your financial choices. Spoiler alert: these tips won’t...
Aligning Your Budget with Your Values

Aligning Your Budget with Your Values

“Every budget has a story.” We’ve mentioned that before on this blog, but it bears repeating. Why? Because we could all use the reminder that your budget is unique to your values. In working with so many couples and families over the past decade or so, one thing I’ve...