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financial planning

This Inheritance Turned From a Gift Into a Nightmare

March 21, 2024

If you’re going to go through the trouble of doing estate planning, you need

Staying Sharp in Your 80s and Beyond

March 20, 2024

Taking care of your mind and body are two of the most important parts

Slowing Down to Think About Your Purpose for Money

March 18, 2024

Paul, Evan, and James talk about how quickly conversations about money and purpose come

What Is Holding You Back from Financial Health and Retirement Planning?

March 12, 2024

No one likes to be stressed about money and the future, but most people

The American Dream Experience: Building a Roadmap for Life and Money

February 28, 2024

 Having a plan and knowing yourself well enough to follow through is the

One Reason Heavy Media Consumption Is So Dangerous

February 23, 2024

Is it possible that being at a bombing could be less traumatic than hearing

Interview with College Financial Aid Counselor, Jacob Lagesse (Part 2)

February 20, 2024

Paying for college is often the biggest financial decision that a family has to

Interview with College Financial Aid Counselor, Jacob Lagesse (Part 1)

February 19, 2024

Paying for college is often the biggest financial decision that a family has to

Starting a Foundation for Charitable Giving Might Be a Bad Idea

January 26, 2024

Paul had someone approach him who was curious if they should set up a

The FAFSA Just Got More Complicated to Fill Out

January 17, 2024

In an attempt to speed up and simplify the financial aid process, the application

Sharing Financial Lessons With Your Kids in Your 50s

January 2, 2024

Today, Evan and Paul talk about why your 50s are a great time to

Tis the Season … To Talk With Your Family About Finances?

December 8, 2023

Today, Paul brings an article called, “6 Conversations About Money to Have With Your

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