Based on a survey done by Statista in the fall of 2018, almost 15% of Americans surveyed said yes when asked if they owned a second home[1]. This likely comes as no...
Knowledge Base
What to Do When the Honeymoon is Over
I’m married. I have a husband. My last name is different. All those things still sound surreal to me, but they are now parts of my everyday life! After a truly perfect...
Funding an Education
Springtime always brings about a change in the greeting card aisle. There are suddenly caps and gowns adorning the cards with the year splashed across for good measure. The...
Once I have filed my taxes… now what?
Many people experience a mix of uncertainty and dread, maybe even excitement, each spring as they compile their tax information and patiently wait for their tax preparer to...
Tidying Up Your Finances
Marie Kondo is having a moment. The author of The Life-Changing Magic of Tidying Up: The Japanese Art of Decluttering and Organizing is the subject of Netflix’s latest...
Spring Cleaning Your Social Security Benefits
The snow outside makes it feel like this is finally the year that spring will never arrive. However, we’ve all been through this before and know that it always does. As you...
Extravagant Valentine’s Day Gifts
My husband hates the commercialism of Valentine’s Day. So a few years ago I told him, just write me a poem. He has an amazing use of the English language so I was hoping...
Relationships and Money Management
Interestingly, there are endless possibilities when it comes to relationships and money management. Many jokes and stories affirm that the issue is not a rare one at all. ...
New Year, New Required Minimum Distribution
As soon as the clock strikes midnight on New Year’s Eve and a new calendar year officially begins, our inboxes are flooded with emails from clients requesting the...
How to Invest Money
Do you ever wonder how to invest money? We all would like to have a pleasant retirement. Knowing how to invest money effectively gives you the financial freedom to do so....
Relationships and Money
Relationships and money are inarguably intertwined. How do you go about handling the delicate balance of the two? In this article we explore communication on relationships and money.
Giving Back and the 3 T’s
For many, giving back is a central theme for the Holiday Season. The gift of giving originates from many influences. Religious training for...