Budgeting Blog
Your Retirement Spending Plan Needs to Flex With Your Life
Your retirement spending plan should not feel like a cage. Learn how to build a flexible approach that lets you enjoy your money and protect your future.
3 Estate Planning Conversations Every Family Needs to Have
Estate planning is not only for wealthy families. These three honest conversations can help your loved ones feel clearer, calmer, and more prepared.
Should You Use AI for Financial Advice? Here Is What You Need to Know First
Nearly 70% of Americans have used AI for financial advice. Here is what AI can and cannot do for your finances, and how to use it wisely without making costly mistakes.
How to Get the Most Out of a Meeting With Your Financial Advisor
The quality of your financial advisor meeting depends on how prepared you are. Here are 4 ways to take control and actually get what you need out of every meeting.
How to Handle an Inheritance Without Making Costly Mistakes
Receiving an inheritance can change your financial life, but only if you handle it wisely. Here is how to avoid the most costly inheritance mistakes.
Long Term Care: The Retirement Cost Nobody Talks About (But Everyone Should Plan For)
More than half of Americans will need long term care in their lifetime, but Medicare does not cover most of it. Here is what long term care costs and how to plan for it.
The Sandwich Generation: How to Financially Support Your Parents and Your Kids Without Losing Yourself
Supporting aging parents and your own kids at the same time is called the sandwich generation. Here is how to handle the financial pressure without sacrificing your own future.
The Surprising Truth About Retirement Spending (And Why It Should Change How You Plan)
One third of retirees still have all their money after 20 years. The problem is not spending too much in retirement. It is spending too little. Here is what that means for your plan.
What Does It Mean to Be an Executor? What You Need to Know Before You Say Yes
Being named an executor is an honor, but it comes with real legal and financial responsibilities. Here is what you need to know before you say yes.
The One Document Your Family Needs That Most People Never Write
A letter of instruction is the one document most people never write, and the one their family needs most. Here is what it is and how to create one today.
Pension Decisions That Could Affect Your Income for Life: What You Need to Know
If you have a pension, the decisions you make before retirement can permanently affect your monthly income. Here is what you need to know before you choose your payout option.
How to Pass On Your Money Values to the People You Love
The most powerful thing you can pass on is not money. It is the values behind it. Here is how to have the money conversations that build generational wealth.