Will I Be OK Financially?
Wednesday, April 3, 2019
Women often face financial headwinds in the form of the gender pay gap, the number of years in the paid workforce, and longer life spans.
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Robo-Advisor or Personal CFO? Here Are the Key Factors to Consider
Tuesday, October 16, 2018
While a robo-advisor can be a suitable option, it’s important to understand the best model or relationship for your financial picture and life stage.
Reaching Financial Intimacy: Q&A on Overcoming Money Hurdles in Relationships
Thursday, August 2, 2018
Manisha Thakor, CFP®, CFA offers her advice on how to tackle those tough financial conversations you’ve been putting off with your significant other.
10 Money Questions Every High School Student Should Answer
Thursday, July 19, 2018
How prepared are your kids to make sound financial decisions? Young adults often aren’t exposed to critical money management lessons in school today.
Three Reasons NOT to Cancel Your Old Credit Card
Tuesday, April 10, 2018
The credit company wants to see that you are responsible enough to manage more than one type of debt. For now, holding onto old cards and proving you can handle the responsibility of different lines of credit and payment dates will have a positive impact on your FICO score.
Benefits of Mindfulness Can Extend to Personal Finances
Tuesday, February 27, 2018
Mindfulness can provide a recipe for sound financial decision-making, deeper alignment of our spending and savings behavior with our personal values, and overall enhanced financial wellbeing.
How to Create a Sustainable Retirement Budget
Wednesday, February 7, 2018
The Brighton Jones Retirement Budget Worksheet allows you to construct a more comprehensive view of your potential retirement expenditures, drilling down and categorizing your various expenses.
Is a Personal CFO Right for You?
Friday, January 12, 2018
As Personal CFOs, we work with clients to see the big picture—their total balance sheet and how everything works together. We also painstakingly catalog and analyze every detail, understanding how each component fits into the broader, holistic plan.
Kid on the Way? Five Money Questions for First-Time Parents
Friday, January 12, 2018
Each day will bring a new set of uncertainties, many of which you will be woefully unprepared for, but we’ve put together a list of questions you can address before a cry is ever heard.
How Will Fed Interest Rate Changes Impact Me?
Friday, November 3, 2017
When interest rates rise, there isn’t a person who doesn’t feel the impact, regardless of what’s in your investment portfolio.