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Life in Transition: Part 2- Planning for Kids and College

Life is full of milestones, turning points and new chapters. Some are more difficult than others, but they all lead to growth and another step in our journeys. Read more…

Life in Transition: Part 1- How to Plan for Marriage

We all have points in our lives where it seems like we’re on the verge of a new chapter. For some, it might be a career change. For others, a new baby. Whatever transitions you’re personally facing, know this: Read more…

3 Considerations for Dividing Assets in a Divorce

Divorce is one of the most tumultuous life events someone can experience. Add kids to the mix, and it only gets more complicated.  The number of decisions that need to be made in a relatively short period of time can be extremely overwhelming, for example: Read more…

How Markets Work

My father-in-law, Tom, is the king of buying and selling used cars. Every two or three years he sells his car and buys another used car. And if he doesn’t come out ahead every time, he seems to at least break even. Read more…

Investment Accounts 101

Like most subjects, investing requires a thorough understanding of the basics. Whether you’re creating a portfolio for the first time, going through a life event (marriage, birth of a child, divorce, etc.) or just want to take a closer look at your finances, you’ll need to first understand the core Read more…

Student Loan Repayment, Simplified

Graduating from college is a fun and exciting time of life. For most students, this time also brings the realization of a new reality: student loans. By taking proactive steps, you can reduce your stress and make better budgeting decisions. Read more…

Collecting Social Security on a Former Spouse: What You Need to Know

Social Security is complicated enough as it is—let alone when you’re trying to navigate it in the light of a divorce or loss of a partner. Read more…

The 4 Social Security Questions I Hear the Most

Social Security is like math class: it can be intimidating and complicated, but it’s ultimately extremely beneficial when leveraged properly. Read more…

Time for a Checkup: Indicators of Financial Wellness in Your Workplace

“An ounce of prevention is worth a pound of cure.” -Benjamin Franklin Read more…

Lessons from "Less Stress, More Time" Workshop

We often think of “fight or flight” mode as it applies to animals. When your dog hears thunder, maybe he growls—or sprints to hide under the bed. But what do you do when faced with a stressful situation? Read more…

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