For many, parents are the guiding lights of the first portion of our lives. Parents make sure we eat healthily, set us up for doctor appointments, and otherwise work to help us make the best decisions for a fulfilling life. As we age, though, so do they. And with...
The financial world is evolving incredibly fast. A wild and emotional 2021 introduced meme-investing, new crypto assets, social media influencers, and a rabbit hole of many more innovations riddled with excitement, uncertainty, and fear. Unfortunately, the fear of...
You work hard to ensure you’re covering all your financial bases. Homeowners insurance – check. Car insurance – check. Health insurance – check. And now someone is telling you your umbrella has to be insured? Despite the odd name, umbrella insurance covers more than...
James Clear, the author of “Atomic Habits,” always says, “Success is never dependent on one thing, but failure can be.” That has never been truer than with financial planning. When we talk about planning for retirement, the conversation usually goes in the same...
The new year is a time for setting intentions and hitting the ground running. Many people turn to losing weight, exercising more, or being more mindful when thinking of resolutions. But what about your finances? The beginning of the year is a great time to sit down...
When saving for retirement, many factors determine the most efficient and effective way to save. Should I be saving my money pre-tax or after-tax? Should I also have a bucket of taxable money? What may feel good today is not always what is best for our future. A...
Conventional wisdom in the investment world dictates that when you reach retirement age, your investments should become more conservative Someone in retirement can no longer handle the swings of the market. In theory, that sounds like a reasonable idea. Fiduciaries,...
The transition period after a divorce or the death of a spouse is a time when weighty financial decisions about the rest of your life, and possibly your children's lives, will have to be considered and then carried out. Making important life decisions during emotional...
The Pew Research Center reports almost half of all adults in their 40’s or 50’s were either raising a child or supporting a grown child while also helping a parent 65 or older. If you are “sandwiched” between two generations who need your assistance, saving for...
Your kids are grown and have left the nest, but that does not guarantee they have left the family budget. Financial and emotional changes lie ahead. Where do you start? Consider these thoughts regarding your money and your communication with your children. If you are...
You’ve heard it all before: Women earn less money, take more time out of the workforce, and tend to outlive their male counterparts. Women and men also tend to have psychological differences as well, which can show up in their financial lives. Men tend to be financial...
By: Jamie Burton It’s that time of year again! The time when most of us get our credit cards out and spend more than we usually do. Holiday shopping is so much more than just buying gifts though- think about the amount of money you spend on groceries for the...
Women face many unique challenges when it comes to money and investing. Whether it’s the pay gap that women face or taking time off to raise kids, women have very different financial obstacles to overcome than men typically. If you aren’t where you should be...
By: Jamie Burton Holiday spirit is in the air as we approach the Thanksgiving and Christmas season. This is easily one of my favorite times of the year; everyone can reflect on what they are thankful for and spend time with family and friends. Despite these...