Helping You Understand and Improve Your Finances

• Reader Question: Should I Use an Online Estate Planning Tool?

  Estate Planning | 08.16

  Estate planning is most people’s least favorite personal finance topic.  It’s not just that it brings up uncomfortable thoughts of mortality.  You have to get lawyers involved (and who likes…

  Read More

• How to Make the Most out of your Relationship with your Financial Advisor

  Fundamentals | 08.09

  When I started my second year as an independent financial advisor, hiring a business coach topped my to-do list.  If you read this blog, you know how much I value…

  Read More

• Tips on Getting Through Your First Year of Entrepreneurship

  Fundamentals | 08.02

  Where has the time gone? I’ve asked myself that question many times this year. When I received the invitation for my 20-year high school class reunion. When my older brother,…

  Read More

• Travel Rewards Pitfalls to Avoid

  Fundamentals | 07.26

  My obsession with travel rewards began as Ben and I prepared for our trip this summer to the UK. We just got back and had an amaaaaazzzing time. We went…

  Read More

• Tips for Cleaning Your Financial House this Summer

  Fundamentals | 07.19

  Ah…nothing like summer! It’s a time where you can get out and enjoy the weather, relax with your family and take some much needed time from work. For the Thompson-Rogers…

  Read More

• Five Financial Tasks to Complete Before You Have a Child

  Estate Planning | 07.12

  My friends like to joke that I hate kids. They tease me because whenever anyone asks if Ben and I are going to have children, the answer is a resounding…

  Read More

• 11 Common Mistakes Couples Make When Combining their Finances

  Fundamentals | 07.05

  Most couples come to me because they have a lot going on.  They’re getting married, having children, combining finances and/or paying student loans. Often these pairs have been together for…

  Read More

• What Makes You Most Proud?

  LGBTQ Finance | 06.28

  Throughout the last few posts and this month’s newsletter, I’ve talked about Pride Month and how it relates to financial planning: I’m encouraging you to use Pride to help conquer…

  Read More

• Making the Most Out of Your Charitable Contributions

  LGBTQ Finance | 06.21

  If you’re feeling generous after an enjoyable pride season, you’re not alone.  Many LGBT-focused organizations rely on Pride season and the good will it generates to bolster fundraising for their…

  Read More

• LGBTQ Profiles in Pride

  LGBTQ Finance | 06.14

  This month we celebrate LGBTQ Pride. And today I want to highlight four LGBTQ people that have influenced my life. I have a deep sense of gratitude to those who…

  Read More

• Happy Pride! A Reflection on How Pride Marches Got Started

  LGBTQ Finance | 06.07

  Happy Pride! June is LGBT Pride Month across the country. I love this time of year — the Pride parties, parades and the overall good energy as people celebrate the…

  Read More

• Three Insurance Supplements You Should Have in Your Plan

  Insurance | 05.31

  This is the last entry in my insurance series. I hope you found it helpful. Insurance may not be the most interesting financial topic, but it plays a crucial role…

  Read More

• The Best Ways to Protect Your Home

  Insurance | 05.24

  I love talking to friends and clients about their financial lives. I especially love those “ah ha” moments when people realize that concepts they’ve never even considered are actually really…

  Read More