7 Financial Resolutions for a New Year
Do you feel ready to make some changes in your financial life, but don’t know how or where to start? You’re in luck! This month, I have seven easy ways (no, really!) to improve your financial life so you’re in…
Raising Charitable Children
Have you ever asked your kids what charity or cause they would like to support, or shared with them what nonprofits you choose to support? As we move through the holiday season, the thoughts of many Americans turn to giving…
Financing Higher Education
Picture the home of a Richmond-area family. In it, a couple decides they want to start saving for their child’s college costs. They search online, “What’s the best way to save for college?” The search engine returns 333,000,000 results. The…
Funds Made Simple
Does your investment strategy primarily consist of listening to that guy at your kid’s game who brags loudly about his genius stock picks? Let’s face it – there is something undeniably appealing about the idea of picking individual stocks and…
The Markets Made Simple
We want our kids to be financially literate, but it can be hard when adults can’t quite find the right words to explain some financial topics. Let’s face it, the industry is somewhat known for its abbreviations (IRA, HSA, TUWs)…
Moving in Together?
If you’re in a committed relationship, deciding to move in together can be a very exciting time. But aside from the joy of taking a big step in your relationship, living together can also bring new challenges, many of them…
Family Finances with Your Kids
According to an article I saw on NerdWallet, a website devoted to personal finance decisions, people would rather talk about topics like death, religion, sex, or politics – instead of money. The problem is, most of us are so uncomfortable…
What Is a Health Savings Account?
More and more employers are offering health savings accounts (HSAs) as part of their employee benefits package. This savings account allows you to set aside money to pay for qualified medical expenses incurred during the year income tax-free. The Upside…
What is Gift-Appreciated Stock?
This time of year, many of us turn our thoughts to giving. In fact, according to money.com, TIME’s financial website, December is the top month for financial giving. With all of the hustle and bustle, it can seem easy to…
Winter is Coming
The average American family owes $8,377 in credit card debt according to a May 2017 article from CNBC’s MarketWatch. While a third of borrowers pay off their credit card bills in full each month, two-thirds of borrowers are carrying some…
