November 28, 2022 | UPDATE: 2022 Year-End Tax Planning Checklist With only weeks left in 2022, our team put together a year-end tax planning checklist to help lessen the burden in April 2023. Read more
August 22, 2022 | Teaching the Next Generation Better Money Habits Jon Jones shares the approaches he and his wife, Gretchen, used to teach financial responsibility to their children. Read more
August 13, 2022 | Nurturing Financial Confidence in Children Learning about finances is a key step for young adults developing life skills and cultivating their financial confidence. Read more
May 16, 2022 | How to Compare Financial Advisor Fees Learn whether flat fee or AUM-based models make more sense for the value you’re trying to get from your advisor. Read more
May 09, 2022 | Budgeting Exercises to Help your Kids Develop Smart Money Skills “We all want to raise our children with good values—children who are the opposite of spoiled—yet, we often neglect to talk to our… Read more
March 16, 2022 | 529 Plan & Tax-Savvy College Savings Strategies Think of 529 plans as pre-paying for college: Put money into the 529 plan each month, then withdraw funds when you need to… Read more
November 29, 2021 | Your Guide to Money Management in a New Marriage With this guide, you're ready to combine finances before marriage and move forward in your relationship with a team approach to money. Read more
November 24, 2021 | Help Aging Parents Prepare for Their Shifting Needs Nearly 70 percent of Americans ages 65 and older will eventually need long-term care, often at an exponential cost. Read more
September 15, 2021 | How to Talk Money With Family The term "personal finances" is a misnomer. Not only do your finances affect you and your spouse, but also the family members around… Read more
September 08, 2021 | Finding Financial Compatibility With the One You Love Talking about money from the perspective of shared financial stewardship is key to determining financial compatibility. Read more