We recently had a conversation with Steve and Cathy. Cathy is an entrepreneur and Steve works for a government agency. Steve’s paycheck was halted in the recent government shutdown. They had gone through their savings accounts, and we were looking at tapping into some...

Last week I had a conversation with a couple that is considering hiring us. Often in these conversations, individuals come in oriented about amounts and accounts, but we quickly reorient the discussion to “Are you using your money to improve your life?” It is in this...

If you're wondering when to begin planning for your child's college education, the answer is simple: start now. Early planning isn't just smart, it’s essential. The earlier you begin, the more financial flexibility and strategic options you’ll have down the road. One...