April is Financial Literacy Month, and it’s a good reminder that financial success doesn’t require being an expert. Here’s what we see all the time in one-on-one coaching sessions: people know what they should be doing with their money, but...
March Madness is here, and with it comes the excitement of watching underdogs make improbable runs and upsets that no one saw coming. It’s fun to fill out a bracket, root for a Cinderella story, and watch the chaos unfold. But when it comes to investing, that...
More people than ever before are going to AI tools like ChatGPT, Gemini, and Claude for advice on everything, including financial advice. But is the advice good? Is it in your best interest? Is it sound? The short answer is that it depends. The Accuracy Problem Some...
Are you a parent or know someone who might be planning for future college expenses? We’re discussing 529 plans in the video below, a fantastic way to save and invest in education costs. Discover how these tax-advantaged accounts can grow your money tax-free, and...
Buying a home is an exciting milestone, but it’s important to be prepared for the financial responsibilities that come with it. Beyond the mortgage, there are several overlooked costs of homeownership that can catch first-time buyers off guard. By understanding...
