How to Use Emotional Intelligence to Work From Home

How to Use Emotional Intelligence to Work From Home

By: Laura BergerThe Coronavirus pandemic has dominated, well, everything. But a not-so-small consequence is many employees being asked or forced to work from home. While a dream for so many, so many now realize how daunting this shift truly is.Generally, the...
Retirement Contributions and College

Retirement Contributions and College

by Ann GarciaPerhaps the most frequently asked question we get is how to balance saving for retirement and college. And I can’t answer that in a blog post because the right way to balance depends on your specific circumstances. We have told clients to pause retirement...
Five Questions For College-Bound Students

Five Questions For College-Bound Students

by Ann Garcia1. Have you talked with your parents about how much they’re willing to pay for college?Most families finance college through a combination of savings, cash flow and borrowing. A short-cut to how much you can afford is to add ¼ of your college savings, the...
Financial Tips for Moving Out on Your Own

Financial Tips for Moving Out on Your Own

By: Ted JamesMoving out on your own for the first time can be exciting, scary, and confusing all at the same time. And when it comes to your finances, there are several things you should be prepared to handle. Saving money, raising your credit score, building credit,...

Financial Considerations When Having a Baby

By: Emily GrahamBeing pregnant is a wonderful experience, but it can be worrisome too. Many moms-to-be get overwhelmed with concern about the baby’s health, the challenges of motherhood, and the financial stresses of being pregnant and having a baby. Let’s look at the...

International Women’s Day 2019

March 8th is International Women’s Day. It is a global day celebrating the social, economic, cultural and political achievements of women. The day also marks a call to action for accelerating gender parity. This year’s theme is #BalanceforBetter. Better...

Tax Help for Your 2018 Filing

2018 Marginal Income Tax Rates and BracketsRevised  Income Brackets and Marginal Tax Rates  What are marginal tax rates?  It’s the percentage of your income that you pay in taxes.  Good news –the brackets (or income ranges) were lowered so most of...

How well do you receive money?

By: Liz WolfeI recently read a moving and insightful book called 365 Thank Yous: The Year a Simple Act of Daily Gratitude Changed My Life by John Kralik.  It’s a true story of a man who completely turned his life around when he decided to write a thank you...

Money Talks – Get in on the Conversation

By: Liz WolfeA hot topic these days is why the “1%” have accumulated so much wealth.  Perhaps you’ve seen the video that went viral demonstrating, with impressive graphics and mind-boggling statistics the chasm between the nation’s wealthiest and the bottom...
5 Tips for Educating Kids About Money

5 Tips for Educating Kids About Money

By: Allison PearsonTalking about money is difficult for most of us. Sometimes, talking about money to a family member is even more difficult.Growing up, I was fortunate to have parents who prioritized my financial education from an early age. When I was a teenager, my...