by Hannah Moore | Dec 6, 2023 | Financial Planning, Goals, Personal Finance
The holiday season is a special time of year filled with meaningful traditions and fun memories. But it can also be stressful — especially if you spend it worried about money. The holidays can be tough for your finances when you don’t have a solid budget or spending...
by Hannah Moore | Nov 22, 2023 | Established Career, Goals, Investments, Nearing Retirement
When you’re changing jobs, it’s crucial to understand how your employment choices can affect your retirement — especially when it comes to your employer-based retirement plans. What happens to your 401(k) when you leave a job? Do you take the money with you or leave...
by Hannah Moore | Oct 4, 2023 | A Growing Family, Couples and Money, Established Career, Financial Planning
We’ve talked before about high house prices and growing inflation, but there’s another issue that may be affecting your monthly expenses: increasing utility costs. Many people across the country are experiencing higher bills as water and energy providers raise rates....
by Hannah Moore | Sep 20, 2023 | Financial Planning, Financial Transitions, Personal Finance
It will happen to all of us at some point — carefully laid plans will fail and emergency expenses will crop up. Your AC malfunctions, your car breaks down, you get a large medical bill, or something unexpected happens that falls outside your monthly budget. What’s the...
by Hannah Moore | Sep 19, 2023 | Established Career, Financial Advisor, Goals, New to My Career, Personal Finance
If you’ve completed a degree or spent time at college, you may have taken out a loan to cover the tuition costs. If so, you’re not alone — more than half (51%) of students who earned a bachelor’s degree in 2022 graduated with an average of $29,400 in student loans. If...