Navigating Life Insurance Questions

Navigating Life Insurance Questions

Life insurance can be pretty confusing. As a financial planner, I often get asked about it. Probably the most common question I hear is: in my case, should I even have life insurance?   It’s a good question. You are probably familiar with the prevalent ads showing...
Summer Savings: Paying Off Debt While Making Memories

Summer Savings: Paying Off Debt While Making Memories

According to a GOBankingRates survey, 41% of respondents said their #1 financial goal is to pay off debt this summer. That’s great! But can you prioritize debt while still enjoying your summer? The answer is, YES!  Paying off debt doesn’t mean you have to...
Does Saying “I Do” Mean Combining Your Finances?

Does Saying “I Do” Mean Combining Your Finances?

Did you know that June is traditionally the most popular month for weddings?  May also makes the list, so I wanted to celebrate this season of love and commitment by dusting off a blog post from a few years ago.  It’s still highly relevant and I still get asked this...
5 Things to Do if You Win the Lottery

5 Things to Do if You Win the Lottery

Every week, people play the lottery hoping that a big win will solve all of their problems. But sudden money is trickier than that. It comes with both new opportunities and new problems. And a whole lot of new territory for you to navigate, often in public. Here are 5...
IRS Scams – Don’t Fall for Them!

IRS Scams – Don’t Fall for Them!

During tax season, taxpayers (meaning, most of us!) are often bombarded with documents and overwhelmed by a load of information. This creates an environment where scammers can easily step in and take advantage of even the most diligent. Tax season scams are becoming...
3 Questions to Ask Yourself at Tax Time

3 Questions to Ask Yourself at Tax Time

We see plenty of confusion and questions at this time of year regarding tax forms.  And it’s no wonder!  Not only do you get an influx of confounding forms in January and February; you also get increasingly gray interpretations of the new tax laws from Congress and...