Blog

Legacy planning is often the last piece folks tackle in their financial planning because it’s the least appealing to think about.

We tend to overestimate what we can accomplish in the short-term and underestimate what we can accomplish in the long-term.

Anyone who’s suffered through a big, uncomfortable family gathering knows that a bigger group doesn’t always mean more fun.

Married couples don’t always plot retirement on the same $Lifeline point. According to a recent study by Fidelity, 43% of couples disagree about what age they plan on retiring.

Personal values play an important role in many aspects of our lives and have become more prominent recently in how we think about and manage our finances.

That’s maybe the most important question that our planning process helps people to answer. If the purpose of life was just to make more money, then no one would ever stop working.

Most married couples take a “divide and conquer” approach to household tasks and chores. One spouse might handle weekly shopping, the other might handle garbage and recycling.

What are the most important lessons you can teach your children about money? That is a difficult question because children learn so many teachings from their parents, grandparents, or guardians.

A large part of being a parent is making our children’s lives easier which often comes in the form of committing financial support to those adult children.

When you’re working, raising kids, and struggling to find time to take a run or read a book, it’s common to feel like your days keep getting away from you.