Do you have a will, advance directives, or other estate planning documents in order? Time to take care of this if you haven’t already done so! If you’ve done it but it’s out of date, please review and update your paperwork. These items are extremely important not only...
Lisa Whitley — I actually don’t believe that the most common investing question is “How do I invest for retirement?” Nor is it “How can I get a high return on my emergency fund?” (You know you can’t, but thank you for asking.) I believe that the question most asked is...
Kristen Ahlenius — If you’re familiar with the college space – whether as a borrower, lender, parent, student, or partner – you’re likely aware of the burden of student loans. The cost of higher education keeps rising and families every day sign for...
Lisa Whitley — For this short series of articles, we’ll explore the differences between common financial vehicles. Maybe you know already, perhaps you don’t; either way a rising tide lifts all boats! So, what is the difference between… an index...
Lisa Whitley — For this short series of articles, we’ll explore the differences between common financial vehicles. Maybe you know already, perhaps you don’t; either way a rising tide lifts all boats! What is the difference between asset allocation and...
Lisa Whitley — As our final installment in this short series of articles, we’ll wrap up exploring the differences between common financial vehicles. Maybe you know already, perhaps you don’t; either way a rising tide lifts all boats! What is the difference...
