Every day, you’re inundated with information. From social media to texts, phone calls, emails, and news alerts—it’s incredible how much information we process regularly. So, when it comes to handling your finances, it’s natural to think that the information you hear repeatedly is the best advice to follow. After all, plenty of people are making a living sharing financial advice online (we refer to … [Read more...] about 5 Big Lessons Popular Personal Finance Advice Gets Wrong
Family and Money
The One (Easy) Trick to Resetting Your Finances in the New Year
This season, you may feel overwhelmed with articles and content online about how to level up your finances in the new year – they’re everywhere! Everyone rattles off ideas about different resolutions you can set, how to automate your way to your goals, or different “hacks” to help you double the size of your bank account and retire by 45. Sound familiar? Here’s the good news: If you’ve been … [Read more...] about The One (Easy) Trick to Resetting Your Finances in the New Year
What’s Your Family Approach to Charitable Giving? Year-End Ideas & Insights
As the holiday season approaches, many of us are not only gearing up for festive celebrations but also considering ways to give back to our communities. Charitable giving is a big part of many family financial plans, and when done effectively, it can also allow you to make strategic tax moves at the end of the year. In this blog post, we'll explore how to decide how much (and when) you should … [Read more...] about What’s Your Family Approach to Charitable Giving? Year-End Ideas & Insights
5 Meaningful Ways To Invest For Your Children Long-Term
Parenting—it’s perhaps the most rewarding and expensive thing you’ll ever do. Oh, and by the way, you wouldn’t happen to have over a quarter of a million dollars lying around? Why, you might ask? Because a recent Brookings Institution study found that in today’s dollars, a two-parent household will spend about $300,000 (or $18,000 a year) to raise one (yes, only one) child in the … [Read more...] about 5 Meaningful Ways To Invest For Your Children Long-Term
How to Set Yourself Up for a Future Career Break
There may come a time in your career when working 40-plus hours a week just isn’t possible. It’s common to exit the workforce for a few years to deal with a health issue, or care for young children or elderly relatives. But your reasons for wanting a break may be different! Lots of workers are taking a detour from their career path to travel, take on a creative project, learn new skills, or avoid … [Read more...] about How to Set Yourself Up for a Future Career Break
You’re compatible in every way … except financially. How to deal?
You know you want to be together forever, but if there's one thing you fight about, it's money. Maybe you’re a spender and your partner is a saver. Maybe you keep cash in savings accounts while they gravitate toward risky investments. Maybe they want to maintain detailed budgeting spreadsheets, but you’d rather not dedicate the time to that. It’s possible to get along really well with someone … [Read more...] about You’re compatible in every way … except financially. How to deal?