Baby shower season is upon us! Which brings us to our next millennial money blunder: kids and how much money it takes to raise them, especially at the beginning. Everyone knows that having a baby is expensive. But how expensive might surprise you. If you don’t plan for the expected, and plan even more for Read More
It’s time for the next millennial money blunder in our series. Everyone knows saving for retirement is important, right? You hear it all the time, from your parents, in the news, from us. Why then is it so darn hard to get started? Well, life happens to you, bills start piling up, and slowly but Read More
Welcome to our new blog series about those money blunders of the past. Specifically, the ones that have made us older millennials, who came out of college in the mid-2000’s, who we are today. Learning from the trials and tribulations of others can be beneficial, right? Stories like these crop up all the time these Read More
Everyone worries about money at some point. Financial stress can keep people up at night, strain relationships, and just wreak overall havoc on your daily life. In fact, according to a recent study, 23% of Americans (36% of Millennials!!) suffer from PTSD type symptoms related to financial anxiety. Not good. We’d like to help Read More
First things first: If you’re looking to hire a new financial advisor, interviewing a few prospects is a must do! How else will you know if she/he is the right fit? This is a relationship business, after all. You need to have confidence in the person managing your investments, feel comfortable with them, and get Read More
When you make the decision to leave your employer and start anew, you’ve got all kinds of questions running through your head. Will I like my new job? Am I making the right choice for my career? Will my new colleagues be awesome, or a total drag? One thing that can catch people off guard Read More
Whenever people talk investing, one of the main topics that comes up is returns. How much money will investments make over time? Higher returns = better investments, right? But here’s what is often missed: How much does it all cost? Of course, returns matter, but if fees and expenses are eating up a large portion Read More
Already have a baby on the way? Thinking about starting a family soon? Congrats! Adding a baby to your family is exciting, overwhelming, stressful, draining, and thrilling, all wrapped up into one. There’s a ton of stuff to think about. While those baby books and parenting articles are full of tips on getting your newborn Read More
Ever had your car break down, been forced to do a major home renovation, or suddenly lost your job? If your answer is no, consider yourself super lucky. Unexpected things happen in life all the time. Planning ahead for the unexpected will make the stress of handling those emergencies easier to swallow. We’re talking emergency Read More
Do you remember the first time you tried to cook something from scratch? You tracked down a recipe, grabbed the ingredients, mixed and stirred, waited for the timer to go off, and voila! Your fancy new dish was done. So why is a financial planning firm blogging about cooking, you ask? Because, you guys, Read More
