12 Financial Tasks for the 12 Months of 2018
Happy New Year! I hope you are relaxed and rejuvenated by the holidays. I feel rested and ready for 2018 after two weeks off. I love the clean slate the…
Category: Fundamentals
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How to Use Your Money Anxiety to Your Advantage
Another busy news cycle last week. Some of the biggest news coming from the Senate and the passing of its income tax bill (albeit in the middle of the night… -
Beyond Adoption: The Cost of Expanding Your Family
We’ve spent much of November talking about adoption in honor of National Adoption Month. By now you should have a good handle on how the process works and what it… -
Happy Thanksgiving!
Happy Thanksgiving! I absolutely love this time of year. For me, Thanksgiving marks the beginning of several weeks of joy, cheer and family celebration that remind me of how lucky… -
How to Prepare Financially for Adoption
Congratulations. You’ve decided to adopt a child. Now how are you going to pay for it? In honor of National Adoption Month, I’ve covered the importance of adoption and how… -
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… -
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… -
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…