by Kayla Swem | Feb 1, 2022 | Financial
As exciting as it is to come together with your life partner in marriage or otherwise, there can be complications, including the decision whether or not to combine incomes and accounts. What’s mine is yours—even in debt, right? First, it’s important to...
by Kelsea Rounds | Feb 23, 2021 | Financial
Taxes. Just that word might make you want to look away and not read any further. But as we turn the page into a new presidential administration and past 2020, I urge you to read about some things that could possibly affect you and your family as tax laws may change....
by Kelsea Rounds | Nov 19, 2020 | Financial
When I started my career in finance, my mother, without hesitation, said, “Now you’re going to know all of the secrets about finance and investing.” I feel this is how most conceptualize the world of finance—the idea that a certain population knows...
by Kelsea Rounds | Jun 2, 2020 | Financial
Emergency fund, safety net, cushion. Call it whatever you want, it’s there to break your fall in a worst-case scenario, and it needs to be padded. When I meet with new clients, one of the first things we talk about is their emergency fund. People always want to...
by Kelsea Rounds | Jun 1, 2020 | Financial
The COVID-19 pandemic is unlike any event in the past 100 years. During the process of “flattening the curve,” the economy has essentially halted. While homebound, we’re left with endless reels of fear-inducing information at our fingertips, causing...
