General Planning

Year End To-Do List

6 Simple things you should do before the end of the year.

Family, Feasts, and Finances

Thanksgiving is not only a time for turkey and pumpkin pie but also an opportunity to reflect on the bonds that tie us together. In the...

Reduce your Taxes with Tax Loss Harvesting

Find out what Tax Loss Harvesting is and how it can save you on taxes!

Can you afford your dream college?

Send this article if you know a high school senior who hasn't thought about college debt. https://wapo.st/3s03gT6

Tax-free growth with an HSA

When most of us think of retirement planning we think about our 401(k)s or IRAs. We don’t typically think about a Health Savings Account...

Stop logging in so much

I’ll admit it. I check my investment accounts too much. I know I'm not alone. There are a lot of people who like to stay well-informed on...

Rainy Day (Funds) Looking Brighter

Hopefully you’ve got a rainy day/emergency fund set aside for unforeseen expenses. Throughout the past decade with super-low interest...