Financial Planning

Over the past 18 months, our team has made an intentional commitment to expanding our impact in the community through pro bono financial planning. This commitment is rooted in one of our core values: Give Big. We believe that sharing unconditionally is the path to...
Topics: Financial Planning, Give Big

Summer is in full swing, your favorite artist is going on tour, but they're not stopping in your city — what do you do? Many people, especially in recent years, have started viewing concerts as full-blown travel opportunities. Whether flying across the country for an...
Topics: Financial Planning

You’ve likely noticed many online vendors offer “Buy Now, Pay Later” (BNPL) options through companies like Klarna and Affirm to allow shoppers to pay for a portion of their items today and the remaining balance over a set period of time. Purchases can range from...
Topics: Financial Planning

For anyone with children (or nieces/nephews/friends-turned-family), it can be hard to think ahead and picture them growing into adults, imagining who they might be and what their life might be like. And yet we think about these phases of their life often in the financial...
Topics: Financial Planning