What comes up for you when you hear the word “money?” I’d be willing to bet the first things that come to mind aren’t numbers and figures, stock symbols, spreadsheets,…
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The 5 Fundamental Rules of Personal Finance
How Kids Change You – and Your Financial Plan
How kids change you can be delightfully surprising. But they’ll change your financial plan, too, in ways that might be challenging if you don’t know how to adjust. Here’s what…
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Strategic Planning: Investment Management
This is part II of our series on strategic planning for your finances. Today, we’re covering all things investment management. In this series for the Beyond Finances podcast, we’re talking…
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Should the SECURE 2.0 Act Change Your Financial Plan?
New rules and regulations pushed forward by the SECURE 2.0 Act might impact how you manage your money right now, and into the future. Here’s what you need to know….
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Managing Money Together: How to Handle Finances in Your Relationship
Money touches every aspect of your life – and we all have different experiences and perspectives on personal finances. How do you manage conflicting opinions, desires, and values when it…
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How to Pay Less Taxes: 5 Strategies to Reduce Your Tax Burden
“…In this world, nothing is certain except death and taxes,” wrote Benjamin Franklin when updating his friend, French scientist Jean-Baptiste Le Roy, on the latest political developments in the States….
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How to Better Manage Money with Just Two Simple Rules of Thumb
Personal finance doesn’t need to be overly complicated. Yes, the complexity in your financial life will increase as you build assets and grow wealth—but don’t confuse complex for overly elaborate…
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Our Considerations When Financially Preparing for Kids
Are you financially preparing for kids? Starting a family is a big decision – financially and otherwise. There’s a lot to consider when it’s time to make this choice. As…
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Suffering from Job Burnout? How to Prevent Your Career from Running Your Life
It happens to all of us from time to time. You get down. You feel tired. You’re overworked and overwhelmed. Dealing with work stress is something we all experience —…
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