Having control over your day-to-day finances
Money is personal, and emotional, but it doesn’t have to be scary. Understanding how your day-to-day finances and your emotions are connected can help you take more control of your financial situation.
Easy steps for starting a "surprise fund”
Surprises happen, and they can get very expensive. Whether you have a "surprise fund" already or not, these easy steps can help you feel secure and prepared for any future surprise expenses.
Budgeting for a non-budgeter
Budgeting doesn’t have to be a scary word. Take the fear out of budgeting with these simple tips, tricks, and ideas to help even a beginning budgeter get started.
7 questions to ask a financial professional
Finding the right financial professional can feel daunting. Whether you find potential financial professionals via a referral or your own research, asking them these questions can help you determine if they’re the right fit for you and your finances.
3 reasons the human element is still important for financial guidance
From budgeting to banking to investing, there’s an app for just about every part of your personal finances, but can an app really offer the same service as a real human? Here’s why you should consider managing your finances IRL.
How to get the most out of your extra cash
Having a little bit of extra cash saved up is a luxury, but are you really making the most of it? Here are some ways you can make sure your extra savings are being put to good use.
3-step checklist when selecting a financial professional
On the hunt for a new financial professional? From fees to services to how often you speak, narrowing down your options isn’t easy, but starting with these three things can help you find a professional that fits your needs.
Preparing for retirement over the decades
What does it really mean to be ready for retirement? Whether retirement is decades away, or just around the corner, here are some general guidelines for how you should be thinking about retirement over the decades.
Having a child this year? Here's how much it will cost to pay for your child's education
One of the biggest expenses in a child’s life will be education—but how much will college cost by the time your newborn is ready to hit the books? Here’s how much it will cost and some tips to help prepare for the expense.
Should you combine your finances after getting married?
Whether or not to tie your finances together after you’ve tied the knot is a big question for all newly married couples. Here’s what you need to consider before making the decision.
Starting a family: The total cost of a baby in 1983 versus today
Having a child has always been a big decision, and a big expense, but how much more do new parents today have to pay than their parents did? Here’s what it costs to raise a child in 2023, compared with 1983, and advice on how to manage the expense.
5 things to do after divorce to help build financial freedom
Divorce is a reality that half of married couples will face in their lifetime—it’s an emotionally challenging time for most, but bringing a thoughtful approach to your finances throughout the process can ensure that you come out on the other side prepared for your new life.
4 ways to cut your tax bill in retirement
Retiring this year? One of the biggest changes you may face in retirement comes on your annual tax return—here’s how you can make sure you take advantage of these 4 tips for cutting your tax bill in retirement.
5 things that trigger your tax planning going from online-only to a tax professional
Depending on your situation, tax season can become very complicated. As your life situation changes, so does your tax situation. Here are 5 signs that your tax situation is getting complicated enough that you might need to consult a tax professional.
Simple ways for small businesses to provide financial wellness programs for their employees
Your strongest asset as a small-business owner is your employees. A financial wellness program can be an easy and scalable way to show your employees that you are there to support them in their lives at work and at home. Here are some ideas to help you get started.
How to protect your small business from a lawsuit
Lawsuits are a reality that many people face today. You can be sued for almost anything, so what steps can you take as a small-business owner to protect yourself—and ideally avoid a lawsuit before it even happens?
What you need to know about retirement plans as a small-business owner
When you started your small business, maybe you didn’t imagine how big your staff would grow. Establishing financial benefits like retirement plans is a crucial way to attract and retain good employees. Here’s everything you need to know to get started.
Financial basics for your high school graduate
Leaving home for the first time can be a challenging time for parents and children. To make sure your new grad is ready to face life away from home, here are some financial basics you can teach today to set your child up for financial success in the future.
Market commentary
From inflation to interest rates to the collapse of Silicon Valley Bank, here are the events that had the biggest impact on markets in the first quarter, and what they mean to you.