Effective Strategies for Financial Communication: A Guide to Financial Conversations for Couples
Discussing finances with your romantic partner is important for the health of your relationship and your bank account, but many couples aren’t having those important conversations. A 2023 survey by Empower reveals that just 54% of individuals discuss their finances with their romantic partners. Continue reading to learn how to talk money with your partner…
By Scott Little
January 17, 2024
Pet insurance: a valuable investment in the health of your furry friends (and your bank account, too)
Your elderly dog has arthritis. His breathing is difficult. He needs assistance to get up, and his bladder is failing. The vet bills are far higher than your own, and it is getting more difficult to pay them. “How much is too much?” Some say there is a limit, others would be willing to go…
By Bill Schmick
August 18, 2022
6 Benefits of Having an Estate Plan | Protect Your Family and Legacy
An estate plan is essential for protecting the people and things you care about when you pass away, regardless of your age or wealth. However, only 1 in 3 American adults have one. I recommend that everybody create an estate plan and make adjustments anytime their family circumstances change. Your family will be glad you…
By Peter Coughlin
July 13, 2022
Money In Motion | 5 Critical Moments for Financial Choices & What to Do
Families and individuals have the most to gain – or lose – when money is in motion. Whether you’re building wealth or spending it, one thing is for certain: this is a critical moment for good financial choices. Here are five common situations where you will find that your money is in motion, and what…
By Allen Harris
June 8, 2022
