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...
