5 Tips to Help Your Child Learn About Money

5 Tips to Help Your Child Learn About Money

Do you realize your child’s first experience with money will impact their financial behavior for life? That’s HUGE – no wonder there‘s a lot of debate regarding how to teach children about money. Money isn’t everything, but it can make life easier – an important...
Can I Afford In-Home Care For Mom?

Can I Afford In-Home Care For Mom?

Families making care decisions for their aging loved one can easily become overwhelmed as they juggle emotions and financial decisions. Many families struggle with calculating how much they can afford for in-home care, mainly because they don’t have a handle on...
Money and Marriage – 5 Steps to Take NOW

Money and Marriage – 5 Steps to Take NOW

Sara and Joe were recently married. They dated for five years before marriage but never lived together. They briefly talked about money before marriage, but had no serious discussion about spending and saving. Now that the wedding is behind them and they are adjusting...
Back Off – My Spouse Just Died

Back Off – My Spouse Just Died

Whether your spouse’s death was from a lengthy illness or it was unexpected, your life is now changed. The last thing you want to worry about after your spouse dies is money. But it seems you’re being bombarded with demands to make financial decisions –...
5 Tax Effects From Your Divorce

5 Tax Effects From Your Divorce

When going through a divorce, the last thing you want to think about is taxes. But it could be costly if you don’t include them in your financial analysis. Before signing your divorce decree, take time to understand the tax effects on these five items. 1- Alimony For...
Saving for Retirement is Old School

Saving for Retirement is Old School

Saving for retirement is old school – bet you never thought a financial planner would make that statement. When we use the word “retirement,” images of old people sitting on rocking chairs on their front porch come to mind. But haven’t we redefined retirement? Who...