Money


5 Steps to Owning Your Dream Home

When Jim and Pam first started out, they bought a modest three-bedroom home that was perfect for the two of them. Seven years later, with the addition of a child […]

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The Best Questions to Ask Your Financial Advisor

When did you last check in with your financial advisor? Six months ago? A year ago? Longer? If it’s been a while, listen up: Your wealth-building isn’t something to put […]

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How to Pay Off The Mortgage Early

What’s the largest debt hanging around your neck? Your mortgage. Even if you saved up a huge down payment, that loan from the bank still takes up the biggest percentage […]

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401(k) vs. Roth IRA: Make the Best of Both

When it comes to our retirement funds, we all want the same thing—to make sure our money is in the right accounts, invested in the right funds, and in the […]

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Why You Need a Financial Advisor

Let’s face it. We hate spending money on things we think we can do ourselves. Maybe you feel that way about investing. Why should you pay a financial advisor when […]

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Should I Pay a Tax Professional to File My Income Taxes?

Let’s be real—doing your taxes sucks. There are so many rules that you may or may not be following correctly, even with the help of online software. If your financial […]

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Don’t Panic! Riding Out the Market’s Ups and Downs

Unless you’re living in a bubble, you know the stock market has taken a nose dive in the last few days. But take a deep breath. Don’t panic. Things are […]

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How Much Money Do I Need in Retirement?

  It’s out there, looming like a dense fog on the horizon. You know it’s coming, but you feel powerless to stop it. Your blood pressure rises. Your anxiety spikes. […]

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How to Talk to Your Spouse About Finances

The fight started with a receipt. John was searching in his wife’s purse for a pen when he noticed the small slip of paper.  “What’s this receipt for, Karen?” he […]

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7 Mistakes That Could Keep You From Retiring

Retirement isn’t an age. I’ve talked to millionaires in their 30s and 70-year-olds who are still working. Retirement can happen when you hit that magic number—the amount of money you’ll […]

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