If you’ve been following the blog, you know we’re big believers in making sure your finances are on the right track. Even if you’re not exactly in the perfect spot (most of us aren’t), working towards getting yourself there is extremely important. Why? Because money impacts virtually every life decision you make. Simply put, money Read More
Posts Categorized: Financial Planning
#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 what’s been going on in the financial world. No worries! That’s what we’re here for. Here’s a quick recap of what we’ve been following so Read More
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 about their finances? It’s no wonder people struggle to focus around the office these days. Financial insecurity is a growing issue in America’s workplaces as Read More
Caring for aging parents: How to financially plan ahead
It may be difficult to imagine your parents needing to lean on you for help as they get older. They’ve always been the ones to give you a hand and keep you moving in the right direction in life. But one day, the roles may be reversed. If you’ll be the primary caregiver for your Read More
8 apps to help give your finances a boost [Infographic]
Keeping your finances on the up and up every month can be quite stressful. But it doesn’t have to be that way! If you’re ready to start getting moving in the right direction, or just need a little reminder now and then, there are plenty of apps out there to help. Here are a few Read More
College graduation delays: A drag on the family finances
Helping the next generation foot the bill for college is one of the most common financial goals out there for parents. With the cost of a college degree on an upward trajectory, parents are having to double down on saving more than ever. Unfortunately, the rise in tuition isn’t the only shift that’s putting families Read More
It’s time to take the boring out of personal finance
When you hear the phrase “personal finance”, do your eyes glaze over? Does your mind wander to your weekend plans and that new restaurant that just opened in your neighborhood? How about when you hear the words “financial advisor”? Let me guess. Images of old guys in suits surrounded by wood paneling, droning on and Read More
A how-to guide to inheritances
Inheritances often throw people for a loop. It can be an emotional rollercoaster as you figure out what to do. You’re going about your day-to-day life, and suddenly, your financial situation is completely changed. You may feel like other people around you don’t understand, have some guilt about your good fortune, or something else altogether. Read More
Employee financial wellness: Why financially secure employees make happy employees
Financial uncertainty is one of the biggest life stresses in the U.S. these days. Living paycheck to paycheck, grappling with student loans, managing credit card debt, scrambling to cover unexpected expenses…the list goes on and on. These worries impact lots of people from all income levels. In fact, many high earning Americans are living just Read More
#Trending (Part 3): The top financial topics of 2017
Let’s finish this year off strong with the last trending financial topics of 2017: September: Natural disasters – The financial side The U.S. is already facing an unprecedented hurricane season this year. What are the financial impacts of these natural disasters? Residents in affected areas can have a very hard time getting back on their feet. Read More