As financial advisors, we often stress how important it is to set aside a rainy day fund should an emergency arise. While budgeting for emergencies is always a good idea, when one of these emergencies actually happens, there’s a lot more that needs to be handled than...
The thought of planning for your financial future can feel overwhelming. You may not know where to start or what to do. And when it comes to tricky financial topics or complicated decisions, you may want an expert’s personalized advice. A Certified Financial Planner™...
Whether your child is starting college virtually or going on campus this fall, you may be thinking of giving them a credit card to cover their expenses. But what if they don’t have any credit history yet? What are your options for helping your child build credit?...
The term “estate planning” sometimes leads people to believe that it’s only about passing wealth down to the next generations. If you don’t have children, you may think that estate planning isn’t necessary. However, neither is true. Your estate doesn’t mean “wealth.”...
Let’s set the scene: a newlywed couple is discussing their financial values. She wants to travel to Europe and experience the finer things in life. He wants a saving strategy to pay for their retirement and day-to-day expenses. Because she values experiences and...
Money and relationships can seem at odds sometimes. Especially when partners have different approaches and attachments to money, everyday discussions can become heated and difficult. If you’ve got some “money troubles” with your partner, know that you’re not alone....
