Family and Finance: Discussing Money with Your Aging Parents

As we age, it’s common for a role reversal of sorts to happen with our parents. If we’re lucky enough to still have them in our lives, we may find that we are assisting them more and more, including with financial matters and money management. It can be challenging to navigate money discussions with aging […]

Signs You May Be the Victim of a Financial Bully (And What to Do Next)

This article covers the sensitive topic of financial bullying and financial abuse. Though it can be difficult to talk about, especially if you are in the midst of it, we believe it’s important to shed greater light on the issue and provide guidance for anyone working to escape a financial bully in their own lives. […]

Raising a Financially Savvy Generation: Teaching Kids About Money

Without even realizing it, parents, you’re teaching your children about money every day. After all, kids learn from our examples and often mimic our behaviors. So, when it comes to financial literacy, we have a significant responsibility in imparting our wisdom and experience to the next generation, especially since most schools don’t require courses teaching […]

Financial Harmony 2.0: Strategies for Success in Your Second Marriage

Embarking on a second marriage is a beautiful journey that often brings a fresh perspective, renewed hope, and the promise of shared happiness. However, with a second marriage comes a set of unique financial considerations that, when addressed proactively and openly, can lead to a harmonious and financially stable union. Let’s explore second marriage financial […]

Balancing the Books of Love: Overcoming Financial Incompatibility in Marriage

Marriage can be a beautiful union of hearts and lives, but it also involves the merging of financial worlds. For some couples, this comes easy. However, financial compatibility isn’t always guaranteed, and differences in financial habits, priorities, and attitudes can arise. Overcoming these differences is crucial for a harmonious and successful marriage, especially because money […]

How to Begin Money Discussions with Your Family – Even When it Feels Uncomfortable

Tips for Kicking Off Important Financial Conversations Talking about money can be an uncomfortable topic for many families. However, having open and honest discussions about money is important for financial planning and achieving financial goals. In this article, we will provide suggestions on how to begin money discussions with your family and create a healthy […]