How Will You Pay for Long-Term Care?
Chances are, you’ve heard about long-term care insurance, but have you asked yourself if you need it?
I Bonds Pay Almost 10%, What’s the Catch?
Investors are always on the lookout, it seems, for new and profitable ways to help make their dollars work for them. One that has come up quite often on our clients’ radars recently is Series I Bonds (or just I Bonds).
Money Silence Hurts Families – Three Tips to Break the Cycle & Empower Healthy Money Talk
If you think talking about money with your spouse, parents, or children is difficult, you are not alone. Here are three tips to get started on a healthier money talk journey with your loved ones.
Money, Happiness, & Meaning
We’ve all heard the adage, “Money can’t buy happiness,” but the truth is more nuanced. Let's dig into the research.
More Stimulus Aid on the Horizon
On January 14th, President Biden presented his plan, titled the American Rescue Plan, for the next round of economic aid related to the ongoing pandemic.
Mutual Funds and ETFs: What’s the Difference?
My Favorite Blog Posts and Podcast Episodes from 2020
Many of my favorite content pieces from 2020 reflect on the themes of uncertainty, risk, change, and remaining optimistic in the face of unsettling circumstances.
My General Contractor and I
That’s when I realized, constructing a basement wasn’t all that different from constructing a financial plan.
My Strange Family
My Top 5 Podcasts for Learners
My Top 9 + 1 from Morgan Housel’s The Psychology of Money
Morgan Housel, author of The Psychology of Money, spent some time with us last month. Here are my takeaways.
Navigating Financial Health in Retirement
Planning for retirement is the journey of a lifetime – a marathon, not a sprint. But what happens after you cross the finish line? Read on for more on the art and science of navigating life after the working world.
Navigating the Course of Retirement Planning
Like in golf, planning for retirement is a game that requires strategy, focus, and a bit of finesse.