Domenica Lurvey

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3 min read

15 vs. 30-Year Mortgage: A Comparison for Gen X Home Buyers

This article compares 15- and 30-year mortgages for Gen X buyers, highlighting the trade-offs between faster payoff and greater monthly flexibility. It breaks down costs, timelines, and emotional factors to help readers choose the option that...

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role of insurance in financial plan

5 min read

How Insurance Strengthens Your Financial Plan

Why Insurance Deserves a Seat at the Planning Table

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Woman stretching before a run. Women’s wealth management unique challenges.

3 min read

Women's Wealth Management: Unique Challenges And Strategies

The fundamentals of good wealth management are the same for everyone. However, data shows that typically, women have higher retirement costs, more...

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Middle aged couple sitting on sofa in the living room.

3 min read

How to Develop an Emergency Fund

Life is full of surprises, and sometimes those surprises can be expensive. With an adequate emergency fund, you can handle flooded basements and...

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Mother, daughter and grandmother baking together in a kitchen. With effective wealth management, you can have the means to support aging parents in their later years.

4 min read

Supporting Aging Parents with Effective Wealth Management

Witnessing your parents age will come with ups and downs. When it comes to the financial part ofcaring for aging parents, it's a chance to plan ahead...

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4 min read

Financing Higher Education: College Tuition Planning and Beyond

College tuition planning is important for many families. Knowing that you will be able to provide options for your child down the road means that in...

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