The Library

My aunt died in April. She was another mother figure in my life, and simply writing that she has died is harder than I can honestly explain. As a financial planner, I have worked with families that...

It's July, a time of year that represents both the middle of the year and a time of celebration and reflection (partly due to it being my birthday month)! This year, I've been thinking a lot about...

Estate planning is having a plan for how you want your assets and financial affairs to be taken care of when you can no longer make decisions for yourself, either from death or incapacity (e.g.,...

Attempting to find a financial advisor who is knowledgeable, trustworthy, and within your price range can be challenging and time-consuming. This often leaves people seeking advice feeling...

If you find yourself getting overwhelmed by the amount of financial advice available online or from well-meaning people in your life, think about the fact that there are really only three things...

It’s the start of a new year, a time of renewal, reflection, and goal-setting! Although setting New Year resolutions gets a bad reputation for being short-lived, the beginning of a new year...

The holiday season can be a joyful time of year but can also be fraught with financial stress and expectations. Between holiday events, presents, and festive extras like décor and holiday...

Often, when a person reads about financial planning, the most common topics are saving and investing. However, there are several other areas that a person should consider when optimizing their...

Unexpected expenses, like car repairs or medical bills, can wreak havoc on your financial plan. These emergencies may exceed your cash flow and require funds from other sources. Planning for...

If it is time to renew your car insurance, you likely received a shock when you noticed the increase in premiums this year. In the first half of 2023, car insurance premiums have increased by an...

Social media is full of “experts” on every topic under the sun, including personal finance. In short videos or posts, influencers often claim to be able to tell you the single personal...

The first thing to know about financial well-being is that there is no single definition. It can be thought of objectively or subjectively. Some objective measures of financial well-being include...