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
Financial Planning
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
Retire Early, Live Slow: Navigating the Transition to a Leisurely Lifestyle
The traditional view of what retirement should be is quickly fading in the rearview mirror as Gen X and Baby Boomers are flipping the script on what your post-career lifestyle can look like. An increasing percentage of pre-retirees are now planning to retire early (at age 62 or earlier), and it’s becoming more common to see people opting for an alternate lifestyle once they do take the retirement … [Read more...] about Retire Early, Live Slow: Navigating the Transition to a Leisurely Lifestyle
How to Financially Prepare For the Unexpected
Nobody likes thinking about the worst-case scenario. Mass layoffs at work, a broken pipe that floods the house, or sudden death in the family are so many ways our lives can change instantly. But just because they’re hard to think about doesn’t mean you shouldn’t consider the possibility of an unexpected event. You owe it to your financial wellness to prepare for the “what ifs” in life. Being … [Read more...] about How to Financially Prepare For the Unexpected
How To Take A Year Off From Work Without Wrecking Your Money Goals
If travel is your priority, no one and nothing should get in the way of you pursuing your dreams. With that in mind, balancing your desire to feel fulfilled today with your need to build a financially secure future is crucial. Should you cash in your 401(k) to fly to Europe? No, definitely not. But if travel is essential to you, you can prioritize your discretionary dollars to align with your … [Read more...] about How To Take A Year Off From Work Without Wrecking Your Money Goals