Money is personal, and emotional, but it doesn’t have to be scary. Understanding how your day-to-day finances and your emotions are connected can help you take more control of your financial situation.
Finding the right financial professional can feel daunting. Whether you find a potential financial professional via a referral, or your own research, asking them these questions can help you determine if they’re the right fit for you and your finances.
3 reasons the human element is still important for financial guidance
From budgeting to banking to investing, there’s an app for just about every part of your personal finance, but can an app really offer the same service as a real human? Here’s why you should consider managing your finances IRL
3-step checklist for selecting a financial professional
On the hunt for a new financial professional? From fees to services to how often you speak, narrowing down your options isn’t easy, but starting with these three things, you can help find a professional that’s right for you.
What does it really mean to be ready for retirement? Whether retirement is decades away, or just around the corner, here are some general guidelines for how you should be thinking about retirement over the decades.
Having a child this year - Here's how much it will cost to pay for their education
One of the biggest expenses in a child’s life is their education – but how much will college cost by the time your newborn is ready to hit the books? Here’s how much it will cost, and some tips to help prepare for the expense.
Starting a family: the total cost of a baby in 1983 versus today
Having a child has always been a big decision, and a big expense, but how much more do new parents today have to pay than their parents did? Here’s what it costs to raise a child in 2023, compared to 1983, and advice on how to manage the expense.
5 things to do after divorce to help build financial freedom
Divorce is a reality that half of married couples will face in their lifetime - it’s an emotionally challenging time for most, but bringing a thoughtful approach to your finances throughout the process can ensure that you come out on the other side prepared for your new life.
Retiring this year? One of the biggest changes you may face in retirement comes on your annual tax return – here’s how you can make sure you take advantage of these 4 tips for cutting your tax bill in retirement.
5 things that trigger your tax planning going from online-only to a tax professional
Depending on your situation, tax season can become very complicated. As your life situation changes, so does your tax situation. Here are 5 signs that your tax situation is getting complicated enough that you might need to consult a tax professional.
Simple ways for small businesses to provide financial wellness programs for their employees
As a small business owner, your employees are your strongest asset. A financial wellness program can be an easy, and scalable, way to show your employees that you are there to support them in their lives at work and at home. Here are some ideas to help you get started.
Lawsuits are a reality that many people face today. You can be sued for almost anything, so what steps can you take as a small business owner to protect yourself, and ideally, avoid a lawsuit before it even happens?
What you need to know about retirement plans as a small business owners
When you started your small business, maybe you didn’t imagine how big your staff would grow. Establishing financial benefits like retirement plans is a crucial way to attract and retain good employees – here’s everything you need to know to get started.
Leaving home for the first time can be a challenging time for parents and children. To make sure your new grad is ready to face life away from home, here are some financial basics you can teach them today to set them up for financial success in the future.