Blog
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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… -
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…