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… …
Newlywed goals: Five steps for getting financially organized with your new spouse
It’s a story we hear quite often from newlyweds. One person is ready get their financial lives in order after the wedding, and the other just isn’t all that interested…. …
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… …
Working parent vs. stay-at-home parent: The financial side
Becoming a new parent is one of the most life-altering moments there is. You go from having to worry about yourself, and keeping all those things you’ve got going on… …
How financial planning is like following a recipe
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… …
Three financial resolutions to start planning for now
It’s that time of year again! The holiday season is upon us, and New Year’s is right around the corner. Hard to believe it, right? While you may be thinking… …
Listen up: Five myths millennials have about financial planning
Maybe you just graduated, recently started a new job or have been working in your career for a few years now. Whatever your current situation might be, you probably know… …
Travel funds: Saving for your next big adventure
We totally get it. There’s nothing more exciting than going on a grand adventure with your friends, family or loved one. Travel changes the way we see the world, and… …
How to keep your finances from ruining your relationship
You come home from work and find that your significant other left a pile of dirty dishes in the sink when the empty dishwasher is mere inches away. Sound familiar?… …