Articles

Having control over your day-to-day finances 

Money is personal, and emotional, but it doesn’t have to be scary. Understanding how your day-to-day finances and your emotions are connected can help you take more control of your financial situation.

Easy steps for starting "surprise fund” 

Surprises happen, and they can get very expensive. Whether you have a Surprise fund already or not, these easy steps can help you feel secure and prepared for any future surprise expenses.

Budgeting for a non-budgeter

Budgeting doesn’t have to be a scary word. Take the fear out of budgeting with these simple tips, tricks and ideas to help even the most beginner budgeter get started. 

Should you combine your finances after getting married? 

Whether or not to tie your finances together after you’ve tied the knot is a big question for all newly married couples. Here’s what you need to consider before making the decision.

Starting a family: the total cost of a baby in 1983 versus today 

Having a child has always been a big decision, and a big expense, but how much more do new parents today have to pay than their parents did? Here’s what it costs to raise a child in 2023, compared to 1983, and advice on how to manage the expense.

5 Things to do after divorce to help build financial freedom

Divorce is a reality that half of married couples will face in their lifetime - it’s an emotionally challenging time for most, but bringing a thoughtful approach to your finances throughout the process can ensure that you come out on the other side prepared for your new life.

4 Ways to cut your tax bill in retirement 

Retiring this year? One of the biggest changes you may face in retirement comes on your annual tax return – here’s how you can make sure you take advantage of these 4 tips for cutting your tax bill in retirement.

5 Things that trigger your tax planning going from online-only to a tax professional 

Depending on your situation, tax season can become very complicated. As your life situation changes, so does your tax situation. Here are 5 signs that your tax situation is getting complicated enough that you might need to consult a tax professional.

Simple ways for small businesses to provide financial wellness programs for their employees 

As a small business owner, your employees are your strongest asset. A financial wellness program can be an easy, and scalable, way to show your employees that you are there to support them in their lives at work and at home. Here are some ideas to help you get started.

How to protect your small business from a lawsuit

Lawsuits are a reality that many people face today. You can be sued for almost anything, so what steps can you take as a small business owner to protect yourself, and ideally, avoid a lawsuit before it even happens?

What you need to know about retirement plans as a small business owners

When you started your small business, maybe you didn’t imagine how big your staff would grow. Establishing financial benefits like retirement plans is a crucial way to attract and retain good employees – here’s everything you need to know to get started.

Financial basics for your high school graduate 

Leaving home for the first time can be a challenging time for parents and children. To make sure your new grad is ready to face life away from home, here are some financial basics you can teach them today to set them up for financial success in the future.

6 Questions to ask a financial professional 

Finding the right financial professional can feel daunting. Whether you find a potential financial professional via a referral, or your own research, asking them these questions can help you determine if they’re the right fit for you and your finances.