Cohabiting: Five ways to align your finances in your relationship
Living together, and unmarried? Join the crowd! More and more couples are holding off on those wedding vows, or scrapping the whole idea of marriage all together. In fact, recent… …
Seven ways flying planes is like preparing for your financial future
What better way to explain the ins and outs of personal finance than by combining two of my own passions: making a positive impact on people’s financial lives, and flying… …
Avoid a financial freak out: What you should be focusing on
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… …
What to expect: Meeting with a financial advisor for the first time
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… …
Career move: What to do with that old 401(k)
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… …
How much are your investments costing you?
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… …
Risk – What does it mean to you?
Nerdy post alert! We need to discuss risk tolerance. It’s not the most exciting stuff, but it’s very, very, very important to understand. So grab a cup of coffee, or… …
How to handle gifted funds
Have you been told that Granny and Gramps are gifting you a lump sum of money? Or a family member is gifting funds to your children? It happens more often… …