Recent Financial Articles
Money—how much we have, spend, and wish we had—can occupy a surprising amount of space in our heads. Getting “there,” wherever that is for you, can feel elusive. And when we arrive, the bar often moves. A nicer car. A better vacation. Bigger goals. There’s nothing...
How to gift a down payment the smart way. WHY HOME BUYING MAY FEEL HARDER FOR YOUR CHILDREN OR GRANDCHILDREN THAN IT WAS FOR YOU If you feel like your kids are working hard and still finding it increasingly difficult to buy a home, you are not alone. We have many...
If you find yourself struggling with debt, you're not alone. According to the Quarterly Report on Household Debt and Credit, at the end of 2023 household debt in the U.S. was $17.5 trillion, with credit card balances at $1.13 trillion. Yes, you read that right:...
We’ve all been there: the roof leaks, a tire blows, or the kids’ fun gets a little too ambitious and suddenly there’s a hole in the wall. An unexpected expense is stressful—especially when your account won’t cover it. The quick fix? It’s usually a credit card swipe,...
As the 2026 tax season comes around, it’s important (as always) to be prepared. But there are a number of elements to consider when doing so, whether it’s factoring in new tax provisions, implementing organizational strategies, or even the timing of when you file....
You've daydreamed about it during long meetings, endless calls, and over your morning coffee: working for yourself. Maybe you have a product or service you can't wait to share; maybe you just want freedom from rigid schedules and micromanagers. Before you put in your...
Taking control of your financial and legal security as a woman is imperative. Having your bases covered is not only smart for yourself and your own protection, but also that of any loved ones who may be affected. We connected with Rose A. Coonen, Founding Attorney...
Let's just say it: You're the go-to person—for your team, your family, your future. You know the birthdays, the deadlines, the dental cleanings. You send the snacks, read the contracts, approve the budgets. And while you're more than capable of handling your finances,...
There’s a quiet undercurrent I hear from almost every successful woman I work with: “I make good money, but am I doing this right?” Sound familiar? If you’re the primary earner, the schedule keeper, the household CEO—and somehow still expected to decode retirement...
Life throws us curveballs, whether it's job loss, a medical bill you didn't see coming, or a heater that quits in the middle of January. When you're blindsided by misfortune, having a financial cushion can mean the difference between stress and security. That's where...