Your Guide to Fixing Your Finances
Labor Day is considered the unofficial end of summer. The weather starts to turn. The kids go back to school. And with vacation in your rearview, you get refocused on…
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Advance Directives Part II—Health Care Issues
Last week, we talked about the durable power of attorney, which enables someone you designate to make decisions when you’re no longer able to do so. This week, I’ll cover… -
What is a Power of Attorney and When Do I Need One?
How much do you know about the basics of estate planning? If you’re like most people, probably very little. It may surprise you — or it may not — that… -
Reader Question: Should I Use an Online Estate Planning Tool?
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… -
How to Make the Most out of your Relationship with your Financial Advisor
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… -
Tips on Getting Through Your First Year of Entrepreneurship
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,… -
Travel Rewards Pitfalls to Avoid
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… -
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… -
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…