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The 5 Biggest Money Mistakes Many Professionals Make (and How to Fix Them)

The 5 Biggest Money Mistakes Many Professionals Make (and How to Fix Them)

by Hannah Moore | Apr 9, 2025 | Career, Financial Planning

Personal finance can be challenging, even for smart, successful professionals. Many high-achieving individuals and pre-retirees assume that their high income guarantees financial security.  Unfortunately, this isn’t necessarily true. Having a high salary...
How to Protect Your Money When Everything Costs More: The Real Impact of Inflation in 2025

How to Protect Your Money When Everything Costs More: The Real Impact of Inflation in 2025

by Hannah Moore | Mar 26, 2025 | Family, Financial Planning

No matter where you get your news, inflation is one of the biggest topics. It’s more than just a buzzword, too. Rising costs are a significant threat to Americans trying to maintain financial security. Housing, food, healthcare — everything costs more these...
Should You Downshift Your Career? How to Make a Smart Financial Pivot in 2025

Should You Downshift Your Career? How to Make a Smart Financial Pivot in 2025

by Hannah Moore | Mar 12, 2025 | Career, Financial Planning

Are you thinking about changing your career this year? You’re not alone —  many professionals are trading a traditional 9-to-5 work schedule for something with more freedom and flexibility But should you downshift your career this year and try a new path from...
Should You Pay Off Your Mortgage Before Retirement?

Should You Pay Off Your Mortgage Before Retirement?

by Hannah Moore | Feb 26, 2025 | Financial Planning, Retirement

Two of the most common financial goals are paying off a home loan and retiring. While both of these may be achievable, it can be challenging to figure out which one to prioritize. The idea of owning your home outright can be very appealing, especially for people who...
Love and Money: How to Overcome Financial Stress in Your Marriage

Love and Money: How to Overcome Financial Stress in Your Marriage

by Hannah Moore | Feb 12, 2025 | Family, Financial Planning

Valentine’s Day is a chance for couples to celebrate their love and connection, but it can also be a holiday that highlights disagreements. For many couples, financial stress is a significant cause of miscommunication and arguments. Numerous surveys show that money is...
Is a Financial Planner Worth It? How to Decide If Professional Advice Is Right for You

Is a Financial Planner Worth It? How to Decide If Professional Advice Is Right for You

by Hannah Moore | Jan 22, 2025 | Financial Planning, Retirement

Is hiring a financial planner worth it? The cost of hiring a professional might seem unnecessary, especially if you’re still decades away from retirement or feel confident in your personal finance skills. But you don’t need to be close to retirement or interested in...
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