Approaching Finances with a New Partner
Money can be a sensitive and emotional topic. It’s something that is typically viewed as private and only a select few...
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Off to Scotland
It’s hard to believe Michael and I tied the knot almost six months ago! Changing my last name is completed (thankfully!)...
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Pat: From Plastic Bag to Financial Plan
It’s been almost 5 years now since Pat passed away. Anytime I meet a widow, I think about how I met Pat through the most...
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5 Spring Cleaning Ideas for Your Finances
With warmer weather just around the corner (hopefully!), now is the perfect time for spring cleaning. But instead of...
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Lending Money to Family – Making It a Win-Win
Some things in life are widely acknowledged bad ideas, like buying Mom another robe at Christmas (have you seen this SNL...
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A Homeowner’s Nightmare
I saw a video on social media a couple of months ago that jokingly illustrates that “one of a homeowner’s worst...
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Should I Invest When Markets are at All-Time Highs?
When stock markets are hitting all-time highs, we often get asked the question, “is now still a good time to invest?”...
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One Second Everyday
I think turning 40 years old last month got to me a little bit. Not that I “feel old” or sense some sort of “mid-life...
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Riding the Waves: A Tale of 2023's Financial Triumphs and Lessons
2023 was another year full of important lessons for investors as stocks and bonds navigated a very unpredictable and...
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The Recipe for Prosperity: How to Build Health & Wealth
As I approach my 40th birthday, I’ve really taken notice to how my focus in life continues to shift. My 20’s were a lot...
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2024 Gifting Updates
A new year means inflation adjusted gifting limits! Although it may feel like small changes, we wanted to highlight this...
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What Are the New Contribution Limits For 2024 & How Does That Impact Taxes?
A new year means some increased amounts for saving into retirement and healthcare accounts! Here’s a quick rundown of...
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