by Hannah Moore | Feb 13, 2020 | Financial Advisor, Financial Planning, Financial Transitions
Making the decision to change careers is exciting. You can easily get caught up in the fervor of leaving behind an old job and experiencing something new. But before you make that switch, be sure you know what you’re giving up and what you’re getting in return. Avoid...
by Hannah Moore | Feb 7, 2020 | Financial Advisor, Financial Planning, Financial Transitions
Times are changing, and so is the American workplace. Companies no longer offer pensions to employees today. Generation Xers carry the most student loan debt of any generation at nearly $40,000 per borrower. Baby boomers have the second-highest average student loan...
by Hannah Moore | Jan 31, 2020 | Financial Planning, Financial Transitions
No matter your job or industry, you’ve likely thought “What if I changed careers?” There are bad days, bad weeks, or interests we all have in things that are outside of our current realm… and it can be very appealing! However, there’s one thing that often holds us...
by Hannah Moore | Jul 26, 2019 | Financial Planning, Financial Transitions, Goals, Insurance
In the financial planning world, “legacy” often means leaving behind a financial inheritance when you’re gone. Whether that’s real estate, personal belongings, or a retirement account, what you’re passing on to the next generation defines your legacy. However, there...
by Hannah Moore | May 15, 2019 | Financial Planning, Financial Transitions
Talking about money, in any setting, can feel taboo at best. Whether you struggle with money or you have plenty, it can be hard to know who to talk to money about and when. You may have children or close family and friends you are supporting financially, or you could...
by Hannah Moore | Mar 15, 2018 | Financial Planning, Financial Transitions
Retirement is commonly viewed as the end-goal in life. Work hard, save money and someday you’ll be able to sail blissfully into retirement. While it sounds pretty straight-forward, the experience of actually retiring can be much more difficult than what you may...
