


Annual Financial Checklist
The actions you take today, and over the next few months, can have large impacts on your financial wellness (and maybe even your tax bill in April).

Insurance: How to Protect Your Loved Ones
In life, sometimes the unexpected happens. Accidents, injury, illness, and sometimes greater tragedies. It’s common that these are things people don’t like to talk about, let alone plan for. But the reality is, if something happens to you, there are financial...
How to Pay for Education
As we find ourselves on the downward slope of summertime, many of us continue on with relatively no change in schedule or duties. We’ve checked off the boxes of family or solo vacation, sunburn, yard work, and complaining about the weather (I’m in Texas and it’s very...
Combating High Inflation with Smart Budgeting
The first half of 2022 has been eventful, to say the least. One of the most notable changes we’ve seen is the surge of inflation to 8.5%*. It’s the highest we’ve seen in over 40 years! While some are saying that this inflation rate is only temporary, we’re all feeling...