Life is a series of transitions, each with its own financial implications. From embarking on a new career to retiring after years of hard work, and from the excitement of marriage to the complexities of divorce, every milestone requires careful… Read More
Is Money Killing Your Romance?
In the United States, discussions about personal finance often seem to be plentiful in a broad sense – with talk shows, self-help books, and a fascination with tax loopholes and extravagant purchases. Strangely, however, these discussions become notably scarce when… Read More
Estate Planning Overview
A well-rounded estate plan addresses not only the distribution of wealth but also the welfare of your loved ones and the management of crucial medical and financial decisions. In this article, we’ll explore the multifaceted nature of estate planning, covering… Read More
Finance 101: What we all should know, but don’t
On the journey towards financial well-being, knowledge truly is power. While I think most would agree that money management is a vital life skill, it is often overlooked in traditional education and not talked about enough at home. Let’s face… Read More
One Downside of Doing What You Love
One of my best friends loves to bake cakes; she posts pictures of her cakes on Instagram and sells her cakes to anyone who would like a custom cake, which for now is mostly family members and friends of friends…. Read More
Today’s Treasury Rates Explained
Bonds are essentially loans. You give a company or some other entity money, they pay you interest, and eventually give you your original investment back. United States Treasury-Bills or T-Bills work a little differently. T-Bills are short-term securities issued by… Read More
Social Security Strategies
For those of you who have been paying into Social Security for your entire working careers, the day when you finally retire and begin receiving your Social Security benefits is likely going to be a happy one. But for many,… Read More
Questions For Retirement
Often times when I speak to clients during our financial planning process, their goals for retirement are usually to maintain the lifestyle they currently have and maybe to enjoy some more free time for family and travel. There is pride… Read More
Tax Deductions for Charitable Giving
For those who are charitably inclined, the end of the year is an important time to check in with your tax preparer and confirm your charitable giving tax strategy. If you would like to learn more about the tax benefits… Read More
How to Grow Your Credit Score
Strategies for increasing your credit score can seem counterintuitive at times. In this article, we will walk through some tips and tricks to increase your credit score and also explain the method to the madness. Why is credit important? Credit… Read More