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What Does “Beneficiary” Actually Mean?
You spent years contributing to a 401(k). You paid into a life insurance policy every month. You built something slowly, carefully, for the people you love. Then you pass away — and because of a form you filled out fifteen years ago and never updated; the money goes to the wrong person entirely. This isn't a horror...
Financial Review: Steps to Assess Your Financial Progress and Set Goals for the Upcoming Year
As 2023 draws to a close, it is time to prepare for 2024. Part of that preparation means assessing your financial...
Planning for Irregular Income: Managing Financial Health When Your Income Is Variable
Managing your income and expenses is always important, but it can be a bit harder when your income isn’t the same...
What is Giving Tuesday and how are we participating this year?
After Thanksgiving, there are a series of days that highlight the Holiday season, like Black Friday and Cyber Monday....
Fall Financial Cleaning: Tips for reviewing and refreshing your financial goals and strategies
How often do you review and refresh your financial goals and strategies? Planning your finances during the Fall...
The Power of Compound Interest: How Your Money Can Multiply Itself
Imagine a small seed that you plant in your backyard. You water it diligently and tend to it with care. As time...
Understanding Income Taxes
You’re likely familiar with the term “income tax” - whether from filing your own taxes or keeping up to date on the...
The Psychology of Money: How Behavioral Factors Influence Financial Decision Making
Money plays a vital role in our lives, affecting our choices, goals, and overall well-being. But have you ever...
How To Open a High-Interest Bank Account
Opening a savings account is typically a great idea. Money in a savings account can be used for an emergency, a large...
Cutting Through The Noise: Explaining the Debt Ceiling & Deficit Spending
The U.S. government hitting the debt ceiling severely affects the country's financial stability. If the government...