What to Look for in Personal Finance Apps
Mobile applications have become ubiquitous. While many of these apps are games and social media platforms, an increasing number have…
09.08.25 Financial Planning & InvestmentsTracking Retirement Readiness on National 401(k) Day
Each year, on the Friday after Labor Day, the Plan Sponsor Council of America recognizes National 401(k) Day. On this…
09.06.25 Financial Planning & InvestmentsAdjusting Family Budget After the Birth of a Child Checklist
Raising children in the U.S. is becoming increasingly expensive, especially with the impact of inflation. According to a study by…
08.27.25 Financial Planning & InvestmentsYour Emergency Fund: How Much Is Enough?
Have you ever had one of those months? The water heater stops heating, the dishwasher stops washing, and your family…
08.04.25 Financial Planning & InvestmentsThe “Big Beautiful Bill” Summarized
On July 4, 2025, Congress passed a sweeping budget reconciliation measure known as the “One Big Beautiful Bill Act” (OBBBA),…
07.21.25 Financial Planning & InvestmentsNavigating the Emotions of Divorce
Insights from Kimberly Cook
07.21.25 Life TransitionsFinancial Planning Checklist for Couples Remarrying
Remarrying is a significant milestone that brings the promise of new beginnings and the joy of building a life with…
07.09.25 Financial Planning & InvestmentsPlease Leave Home Without It
Concerns over identity theft continue to grow, especially with the news of data breaches at major companies and financial institutions….
07.02.25 Financial Planning & InvestmentsWhen One Earns More: Navigating Money Talks in Unequal Income Relationships
Finances play a significant role in the stability and happiness of a marriage. The impact is so significant that in…
06.30.25 Financial Planning & InvestmentsWealthy Hearts: A Guide to Financial Unity as a Couple
Being newly married is an exciting time, as you have committed to each other at the highest level, forming a…
06.25.25 Financial Planning & InvestmentsProperty and Casualty Insurance: Are You Prepared for the Unexpected?
Many property owners are underinsured, placing themselves and loved ones at undue risk. Are you one of them?
06.23.25 Financial Planning & InvestmentsPreparing for International Travel
Traveling internationally requires several moving parts outside of just booking the hotel, flight, and excursions. There are several things that…
06.18.25