Blog
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Buy Renters Insurance!
One of my proudest moments as an advisor came before I knew that I wanted to be one. And I can’t talk about insurance without telling the story that served… -
Are you Neglecting This Important Part of Your Financial Plan?
Insurance isn’t the sexiest topic to discuss. Most of the time, reading about personal finance involves articles on budgeting, paying off debt, or investing. But insurance plays an important role… -
Adopting The Bucket Budget
So you want to budget. In fact, you know you need to budget. But you don’t have the discipline and/or desire to track all of your expenses. What do you… -
Do You Really Need a Detailed Budget?
This probably doesn’t surprise you: I keep an extremely detailed budget. I track every penny and have for over a decade. I get a little on edge if I miss… -
How to Set and Achieve Your Money Goals
I’ve been a bit nostalgic this week. My family reunion over the long weekend reminded me of just how fast time flies. Then yesterday, the primary tax preparer at our… -
Three Tips for Getting the Most Happiness Out of Your Experiences
I hope you all had a good Memorial Day Weekend. I had an amazing time at my family reunion. I haven’t been back to Memphis, where most of my dad’s… -
How a Child Can Reduce Your Taxes
As I discussed on Tuesday, raising a child is going to be expensive. You will need accessories like a stroller and a car seat. You may have to find a… -
Five Financial Tasks to Complete Before You Have Your Child
My friends and coworkers 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… -
What You Need to Know About Investing in a Taxable Account
My friend’s experience purchasing life insurance really struck a nerve with me. It seems very deceptive to 1) compare the returns of a taxable account with a tax-deferred account when… -
Why You Should Be Wary of Those Permanent Insurance Illustrations
I had an experience last week that helped solidify my stance in the permanent versus term insurance debate. One of my friends was getting a new life insurance policy. She… -
Five Ways to Get the Most Out of Your 529 Plan
As a follow up to my overview of 529 plans, I want to offer five tips to make sure you’re getting the most out of your accounts. 1. Sign Up… -
Reader Question: Can You Help Me Understand My 529 Plan?
I love sharing useful information. My adrenaline spikes every time a friend asks me about investing, a client needs to know the best approach for tackling her debt, or I… -
Five Situations When it Pays to Get Married
The oral arguments this week in Obergefell v. Hodges caused me to reflect on the importance of marriage equality. As the lawyers for the plaintiffs argued, the right to marry…