Why your parents’ financial advisor may not be a match for you
Your parents probably handled your finances growing up. They made sure you had what you needed, kept you from going off the money rails, and maybe even taught you about… …
#Trending: What’s been on our radar in the world of finance
Happy summer guys! How is the year halfway over already?? We hope you’re out and about enjoying all that the warm weather has to offer. If you’ve taken a breather… …
The Executor checklist
Being named the Executor of a friend or family’s estate happens quite often. Many adult children are told that at some point they’ll be responsible for handling their parents’ financial… …
Renovating your house without breaking the bank
The real estate market is on the upswing. Great news for sellers! Unfortunately, for lots of people looking to buy, it’s becoming extremely difficult to find that perfect house whilst… …
The keeping up with the social media Joneses trap
Let’s talk social media. It affects virtually every aspect of our lives these days. Understandably so, as social platforms have become a convenient way to keep in touch, see what’s… …
Things to know about your finances in RVA [Infographic]
In case you don’t already know, I’m a gigantic fan of this city. Since I try to convince pretty much everyone I meet to move to RVA, I thought I’d… …
First-time homebuyer: A personal finances litmus test
Ok, it’s go time. Or is it? You’re ready to take the plunge. Or are you? You want a place to call your own, but when should you make it… …
#Trending: What’s been on our radar in the world of finance
Happy Spring everyone! The first three months of 2018 just flew by, huh? If you’ve been as busy as us getting this year started, you may have lost track of… …
Introducing PlanWell: The employee financial wellness program for growing businesses
Did you know that 46% of workers spend three or more hours during the workweek dealing with or thinking about financial issues? And that 52% of workers are stressed out… …
Tips for funding your passion project
Most people have a day job that keeps the bills paid and their career moving forward. If you’re reading this post, you probably have a little something on the side… …