by Molly Malley | Nov 14, 2018 | Financial
How to have a valuable family conversation about your estate. Talking to family members about estate planning and legacies can be difficult and even painful. These discussions, however, are an important way to share your choices with your children and prepare them for...
by Kelsea Rounds | Sep 20, 2017 | Financial
So, you’re going to be a parent. Exciting? Yes. Scary? Certainly. While finances may seem to be a daunting part of your new, more fiscally responsible life, this is just the beginning of navigating all that having a child brings. No doubt, you want to be...
by Kelsea Rounds | Jul 19, 2017 | Financial
We all like to think our children or grandchildren are practically geniuses, but some things just don’t come intuitively. Wise money habits, for example. Everyone needs to learn the value of a dollar, how to make money work toward our goals and how to protect...
by Kelsea Rounds | Apr 5, 2017 | Financial
With marriage comes excitement—and reflection for where you’ve been and where you’re headed together in life. Enhance all of the positivity surrounding this new stage with proactive discussions and planning to make sure you and your spouse are on the same...
by Kelsea Rounds | Sep 21, 2016 | Financial
Wealth alone cannot buy a quality retirement any more than it can buy happiness—but having a solid financial foundation can make those years more enjoyable. As you consider a long, happy retirement, give some thought to the most expensive aspects—housing,...
