Our blog offers insights, strategies, and practical tips to help you achieve financial freedom—no matter your unique financial situation.
Planning for Your Philanthropic Desires You may have seen the recent news about philanthropist MacKenzie Scott’s most recent round of charitable donations. (If you haven’t heard you can read about
Life is busy. Really busy, at times. It’s easy to get caught up in the day-to-day and not think about what you really want to accomplish in the long run.
There are a few kinds of decision makers when it comes to hiring a service: You know which one you are. Hopefully, this article can serve as a good starting
Taxes. I am probably not in the minority when I say that I do not like paying taxes. In fact, I do not like preparing tax returns either. I can
One of the questions I see frequently asked by young professionals in regard to their finances is, “How do I know if I’m on track?”. This can be a very
When it’s time to cozy up for colder weather, it’s time to check in with your financial life, too. Here are a few financial tasks to check off your to-do
There’s a strange dichotomy that I often find when reviewing new client’s employee benefits selections: the most important benefits often aren’t being taken advantage of and the less important benefits
If you have purchased a big-ticket item you have likely been asked the question, “Would you like to purchase an extended warranty for ONLY “x” dollars?” These warranties are almost
I was mindlessly scrolling through Twitter, which seems to be a common occurrence over the last few months, when this tweet (see picture below) caught my eye. It caught my
Over the past few months, most of us have been spending the majority of our time at home, cooking our own meals, figuring out how to work remotely, finding new
Where is your most favorite place that you’ve ever traveled to? One of mine is Italy. I love the history of the country and seeing the ancient architecture and how
Well, this month didn’t go as planned. March is the month I look forward to the most since it’s full of basketball in Indiana and throughout the nation including high
