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Category: Financial Planning

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How to Balance Investing for Your Future vs. Your Children’s

It can be difficult to navigate saving for yourself as well as your children. In this highlight, we discuss how…

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How to Navigate the Messy Middle with Your Finances

Life can start pulling at you in many different ways during the “messy middle.” In this highlight, we give practical…

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When Should I Withdraw Money From My Investments to Buy a Home?

Is it ever a good idea to withdraw money from your investments in order to purchase a home? We discuss…

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How Will AI Impact the Financial Industry? #trending

In this highlight, we discuss how AI is impacting the financial industry and what you should be aware of.

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What Does It Take to Become a Financial Advisor?

In this highlight, we discuss the steps you should take in order to become a financial advisor and what you…

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My Bank Has Financial Advisors (Can I Trust Them?)

In this highlight, we talk about what you should be aware of when it comes to working with financial advisors.

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I Want Kids, but Daycare Is Going to Be 25% of Our Income!

In this highlight, we discuss how to set yourself up for financial success when you are in the messy middle…

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Target Retirement Index Funds: Are They Truly a Better Option?

In this highlight, we discuss whether or not Target Date Index Funds are truly a good option or if there…

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Should I Downsize If My Mortgage Is Over 25% of My Income?

If my housing costs are over 25% of my income, should I downsize? In this highlight, we discuss how you…

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Is the Housing Market Crashing?

Housing prices skyrocketed during the pandemic. The median price of a home sold in the US went from just over…

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