Tips for Cleaning Your Financial House this Summer
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…
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Helping You Understand and Improve Your Business
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Five Financial Tasks to Complete Before You Have a Child
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… -
11 Common Mistakes Couples Make When Combining their Finances
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… -
What Makes You Most Proud?
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… -
Making the Most Out of Your Charitable Contributions
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… -
LGBTQ Profiles in Pride
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… -
Happy Pride! A Reflection on How Pride Marches Got Started
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… -
Three Insurance Supplements You Should Have in Your Plan
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… -
The Best Ways to Protect Your Home
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… -
A Matter of Life and Death
How often do you think of your own death? Do you value your life more when you do? The philosophy major in me loves questions like these — existential exercises… -
Buying the Right Car Insurance Coverage
A couple of Sundays ago, Ben was on his way to his parents’ house in Indiana to spend some of his spring break with his family. About 15 minutes after… -
Why You Need to Pay Attention to Your Health Insurance
Insurance is boring. No one likes to talk about it. We don’t even like to buy it. Most of the time, we only get it because the government requires it… -
A Beginner’s Guide to Travel Rewards – Part 2
Last week I explored the basics of getting travel rewards. This week, let’s talk about how to optimize your rewards and avoid some common pitfalls while trying to do so.…