Life & Finances
The Best End-Of-Year Money Moves to Make
The New Year is a great time to check in on your financial goals and progress and see where you may want to improve. Continue reading
Save On Taxes By “Batching” Your Charitable Donations
As the year-end approaches, many want to make the most of their charitable contributions; both to help those in need and to benefit from tax deductions. Continue reading
The Ins And Outs Of Giving A Gift Of Money
Gifting large sums of money has the potential to change someone’s life. However, as the giver, it’s important to understand the rules beforehand. Continue reading
How to Choose a Reputable Charity
Many charities could do amazing things with your money, the challenge is determining where your gift will be best utilized to make the biggest impact. Continue reading
How Much Should You Save For Retirement?
What do you want your retirement to look like? If you haven’t asked that question, it’s time. Continue reading
Annuities 101: How They Work And What They Can Do For You
Annuities should not tie all of your money down, but they can be a helpful part of your retirement strategy. Continue reading
Financial Planners vs. Financial Coaches: What’s The Difference?
Once you’ve found someone you trust, remember that you’re in a judgment-free zone, and it’s time to lay all your financial cards on the table. Continue reading
The Most Essential Questions to Ask a Financial Planner Before Hiring Them
Once you’re meeting with one another, here’s a look at the top questions you need to be asking. Continue reading
HSAs vs. FSAs: The Similarities & Differences
As healthcare costs continue to rise, protecting the rest of your wealth becomes even more critical. Continue reading
How to Know if You Need a Financial Planner
Financial planners can offer investment management advice, retirement and tax planning guidance, estate planning help, and more. Continue reading