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 | Jul 19, 2023 | Financial Transitions, Nearing Retirement, Recently Retired
When financial planners talk about your career choices, it’s often through the lens of retirement planning. How will your current job get you to retirement? Are you saving enough and taking advantage of your employer’s 401(k) match? Do you know how many more years you...
by Hannah Moore | Mar 28, 2023 | A Growing Family, Couples and Money, Financial Transitions
Are you ready to grow your family? Whether you’re just thinking about the future or looking at a due date that’s just a few months away, it’s critical to prepare as much as possible. We won’t tell you which car seat to buy or how to decorate your nursery, but we do...
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...
by Hannah Moore | Dec 27, 2022 | A Growing Family, Couples and Money, Financial Transitions
If you want to start (or grow) your family, you are likely thinking about all the ways your life will change. Of course, one of those elements is your finances. Kids are expensive, after all. How can you make sure that you’re ready to handle the expenses of your...
by Hannah Moore | Dec 20, 2022 | A Growing Family, Couples and Money, Established Career, Financial Planning, Financial Transitions, New to My Career
Sometimes, major purchases come in waves. Maybe your AC breaks and your car dies two weeks later. Or maybe you finally take the plunge and put a down payment on a house, and the next day a family member has a medical emergency, and you know big medical bills are...