Blog

What is Bag Lady Syndrome and What Can You Do About It?

Do you have an irrational fear of becoming homeless? It’s not as uncommon as you might think. Learn about bag lady syndrome and how to cope.

What is holistic financial planning, and could it be right for you? Learn how to gain the financial confidence you need to live a better life.

Despite the importance of financial literacy for teens, few of us get the training we need. Learn how to teach your teen to manage money.

We all put things off occasionally, but the rallying call of “procrastinators unite” won’t serve you when it comes to finances. Learn why.

Women face unique financial planning and retirement saving challenges. So, read on to learn some strategies for managing your wealth.

I am excited to report that on November 5, 2020, I passed the Certified Financial Planner™Exam (AKA the CFP®). Here’s what that means.

Preparing for the assistance you will need as you age can help you avoid financial challenges later. Learn about long-term care planning.

Divorce is difficult enough without the financial challenges. Here are some tips for protecting your wealth during and after the transition.

Did you know that your IRA can play a role in your estate planning process? Here are some tips and strategies for IRA legacy planning.

What should you do with a sudden financial windfall? Here are 5 tips for how to manage your newfound wealth.

There are many misconceptions about social security benefits. Let’s break down the top seven social security myths you may have heard.

Pre-retirement planning is essential for ensuring you are ready when the day finally comes. So, let’s explore the five phrases of preparation.