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 6, 2023 | A Growing Family, Established Career, Financial Planning
We’ve talked before about how important it is to discuss money with your children. There’s never really a time that’s “too early” to start introducing those concepts. But don’t worry — it’s never too late to start either! No matter their ages, your kids will benefit...
by Hannah Moore | Jul 17, 2023 | Financial Planning, Investments, Personal Finance
Investing can be complicated, and we often hear questions about which types of assets are worth pursuing. Questions about stocks and bonds seem downright boring compared to some of the debates we see about cryptocurrency. It makes sense — cryptocurrency is an...
by Hannah Moore | Jul 3, 2023 | Established Career, Financial Planning, Investments, New to My Career
Have you ever thought about investing? It can be a good way to prepare for your financial future, but with all the different options, strategies, and trends, it can also feel pretty overwhelming. And because most investing advice focuses on starting as early as...
by Hannah Moore | Apr 5, 2023 | Financial Planning, Investments
Financial news over the past few months hasn’t been exactly positive. Ongoing inflation and high-interest rates tend to be bad news for investors, so there’s a good chance your retirement portfolio is looking a little rough. And the collapse of Silicon Valley Bank...
by Hannah Moore | Feb 27, 2023 | A Growing Family, Established Career, Financial Planning, Financial Transitions, New to My Career
Millennials have diverged from older generations in several important ways. They have different spending priorities than their parents, and those values can even impact the biggest facets of life, including housing. Many younger people are choosing a different path...