Insights

 

4 min read

Which College Savings Account is Right for Your Family?

There’s a certain kind of middle-of-the-night worrying that’s unique to parents and guardians of young kids. If you’re like a lot of the parents I work with, you’ve spent more than one sleepless night worrying about how you’re going to pay for...

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1 min read

S1E7 | Psychology of Money Pt.3

“What we have to remember is that investing has a price, but it's not a dollar and cents price. ...

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1 min read

S1E6 | Credit Scores

“Having a good credit score basically means you're a low risk person. That’s what it really boils...

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1 min read

S1E5 | Psychology of Money Pt.2

“Money can't buy happiness because once you get that boat and car, you just think ‘onto the next...

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1 min read

S1E4 | Homeowners Associations

“The first question that people have to ask themselves when considering a homeowners association...

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3 min read

Why Should You Go With a Roth 401(k)?

If you’re overwhelmed by the variety of retirement accounts available to you, know that you’re not...

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1 min read

S1E3 | Psychology of Money Pt.1

“Behavioral finance is going to be a big area of financial planning going forward. This is not...

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4 min read

Financial Literacy and Kids: What to Teach Kids about Money and Saving

As parents, you teach your kids thousands of lessons over their childhoods. You teach them to spell...

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1 min read

S1E2 | Generations

“Start thinking about the future things and the courses of action you could take in different...

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1 min read

S1E1 | Buying a House

“Buying a house is a lot of emotional ups and downs and a lot of paperwork. But other than that,...

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