In 2015, Hannah (our founding CFP® professional) wrote a blog with a simple but provocative idea: your net worth statement might not be doing you any good. You can read the original here: Why Your Net Worth Statement Isn’t Doing You Any Good. Eleven years later, the...
As we’re writing this blog, it’s summer 2026. For many of us, summer means packing for a trip, or taking the kids to summer camp, going to the beach or the lake, or sitting at a patio table with our favorite people. It’s usually in these moments that our financial...
Divorce is one of the most emotionally consuming experiences a person can go through. It is also one of the most financially impactful ones. The numbers put the challenges into perspective: According to Allianz Life’s 2025 Annual Retirement Study, 56% of married...
More single people are buying homes, building savings, and accumulating assets than at any point in recent history. More than a third (35%) of Gen Z homebuyers are single women, according to the National Association of Realtors’ 2026 Home Buyers and Sellers...
It can happen in a moment. You get a text that looks like it’s from your bank, or an email with a link you clicked before you thought twice. You get a phone call from someone who knew just enough to sound legitimate. Or maybe you didn’t notice anything at...
You just got the news: You’ve received a promotion, a great performance review with a pay bump, or a bonus is hitting your account. Congratulations! Of course, one of the first questions when you get a pay increase is: What do I actually do with this? For most people,...
If you’ve ever thought about working with a financial planner but weren’t sure where to start, or felt unsure whether you were even asking the right questions, you’re not alone. Financial planning can feel overwhelming, and the terminology alone is enough to stop...
Nearly half of all parents with adult children are experiencing something that needs to be talked about. These parents are in their late 40s or 50s, they’ve maxed out their retirement accounts, and focused on paying down their own debt or mortgage. They might have a...
You’ve started the work of getting your own finances together. Your retirement accounts are organized, your beneficiaries are updated, you know where your will is stored. Maybe you’ve even had conversations with your spouse about what would happen in an emergency. But...
When finances feel stressful, uncertain, or “off track,” the stock market often gets the blame. Headlines reinforce this narrative. Markets swing, interest rates change, inflation goes up, and there’s always economic uncertainty. It can feel as though financial...
