
Battle of The Ages: Wealth Effect vs. Experience Spending
Negative wealth effect causes people to reduce spending, not only on luxuries but also meaningful, joyful experiences. But should it?
Marriage & Finances: What’s Love Got To Do With It?
Valentine’s Day is a time to celebrate love and reflect on how it influences every part of your relationship - even finances. Choosing to keep them separate is a rising trend, let’s discuss.
Summer, Summer, Summertime - Time To Sit Back and… Experience Spend
Life is constantly evolving, and moments once passed cannot be relived. Embracing experience spending encourages individuals to seize opportunities to enjoy life while they can.
Empower New Graduates with Gifts of Independence
While cash or gift cards are always appreciated, consider something with lasting value that can help launch college and high school graduates towards financial independence.
Frugal February… A Different Take, One That’s Sustainable.
Many use Frugal February as a month to not spend. While noble, how sustainable is this for improved outcomes Instead, let’s discuss actions that provide yearlong benefits plus a better time to start.
If You Fail To Plan, You Are Planning To Fail.
Starting the New Year with the same old resolutions? Let’s recognize questionable resolutions, including three destined for failure, plus what should be considered for successful planning outcomes.
Secure Act 2: Electric Boogaloo?
Sequels aren’t always a good thing, yet Congress has brought Secure Act 2 - reviewing the good, bad, and breakin’ star.
New Year, New You… Not True?
Resolutions to improve your financial situation similar to one’s made last year? Here’s how and why to consider actions and timeframes, instead of focusing on desired outcomes.
Perfection is the Enemy of Good, Focus on Executing Improvements.
While 2022 has been a challenging investment environment, it has been a fantastic year to see the benefits of executing financial plans over the past few years.
Never ask, “Where do you want to go to college?”
Take control, don’t be another victim to make your teen happy… spending won’t make them happy.
Enjoy Every Sandwicher Moment.
This month celebrates those caring for their young children and aging parents simultaneously - Sandwichers.
Teaching Kids about Savings and Investing
Financial literacy doesn’t equate to understanding value or making good, responsible decisions.