Posted by & filed under Financial Planning, Investments, Personal finance.

People often waver on when to hire a financial advisor. Culling through the plethora of general financial and investment advice on Google may do the trick for years. Chatting with close friend and family circles can be helpful. Yet there still may be an underlying hesitation, fear, confusion, or lack of confidence on how to Read More

Posted by & filed under Investments.

Coronavirus hits the globe. Covid-19, the Coronavirus that originated in Wuhan, China is now spreading throughout the world. The continued uncertainty is starting to materially infect the global economic system. The virus appears to be easily transmitted and governments are grappling with containment. Quarantines are in place. Travel to and from afflicted areas is prohibited. Throw in Read More

Posted by & filed under Personal finance.

Ever kept a financial secret from your partner? Hidden debts, undercover bank accounts, secret credit cards, high risk investments – they’re more common than you might think. Actually, the statistics are pretty grim. Financial infidelity occurs in roughly 40% of American relationships. Considering money woes are one of the top reasons for divorce, facing these Read More

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Phase One. Done. The United States and China finally came to an agreement in an attempt to de-escalate the ongoing trade war. The parameters of this Phase One deal? The U.S. hit pause on more tariffs in return for China agreeing to purchase additional agricultural products. The two countries have many more trade issues waiting in the Read More

Posted by & filed under Financial Planning, Personal finance.

Financial wellness is so much more than being able to pay your bills on time. It’s whether you’re in control of your financial destiny and feel good about your overall situation. To start a brand new year with an improved financial well-being, it helps to get a bit of leg work done now. We all Read More

Posted by & filed under Budgeting, Financial Planning, Personal finance.

Sustainability, whether something has the ability to last, comes in many different forms. When you’re talking financial sustainability, it’s all about finding the right balance. Are you able to live for today and plan for tomorrow? Can you be content with your lifestyle now and make positive steps toward a life you’re dreaming of sometime Read More

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Multigenerational living in the U.S. is becoming quite a trend. While culturally mainstream in countries across the globe, American extended families have shied away from living under one roof for decades. But those societal norms are rapidly changing. Why? Because household sharing has lots of benefits for everyone involved. From cost of living to childcare Read More

Posted by & filed under Financial Planning, Personal finance.

Financial conversations with your partner can bring a whole new complexity to any relationship. They can be uncomfortable, awkward, scary even. But it’s incredibly important to lay it all out there and get on the same page. Why? Because financial troubles are a big reason why many relationships fall apart. The dynamics get even more Read More