Blog
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Cafeteria Plans 101
This week, I’ll wrap up my posts on open enrollment. We’ve already talked about how to make the most out of your plan and identified which supplements you should make… -
Three Insurance Supplements You Should Have in Your Plan
Since it’s open enrollment time, I wanted to remind you of some insurance supplements that you should keep in mind. The fundamental five – health, car, life, disability and home… -
Making the Most Out of Your Open Enrollment
I can’t believe it’s October already. That means it’s not just time to pick out your costume, but also to gear up for the end of the year. You’ll want… -
So What Do You Do?
This weekend I took a trip down memory lane — actually two lanes! I attended my 20th year high school reunion and revisited my college for an alumni cross-country race.… -
More Equifax Resources
It’s been a crazy couple of weeks with the Equifax breach, and I’m still getting questions about best practices. Keep them coming! I love hearing your thoughts and fears about… -
Your Credit Fundamentals
Have you protected yourself from the recent Equifax breach? Ben and I got our credit freezes with Experian, TransUnion and Innovis done really easily. Equifax took several tries (they were… -
Three Tips for Navigating the Equifax Breach
It’s been hard for me to read the news lately. Every “breaking” story seems to involve people being mistreated by others or the government, the weather destroying people’s homes or… -
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… -
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,…