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… …
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… …
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… …
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… …
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?… …
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… …