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How to Find the Right Realtor for You

How to Find the Right Realtor for You

Home-buying season is in full swing, and one of the most important considerations when it comes to either buying or selling your home is deciding on which real estate agent to work with and how you want to engage them. We generally recommend working with a...
A Financial Checklist for New Parents

A Financial Checklist for New Parents

A Financial Checklist for New Parents If you’re expecting the arrival of your first child soon, chances are you’ve got a to-do list that’s a mile long. It probably includes everything from getting the new baby’s room ready and sending out announcement cards...
How to Financially Prepare for a Natural Disaster

How to Financially Prepare for a Natural Disaster

When preparing for a natural disaster, don’t forget about your finances. Earlier this month, two large earthquakes struck southern California: the first major quakes to rattle this area of the country in years. This has shaken many people out of...
Early Mortgage Payoff: Should You, or Shouldn’t You?

Early Mortgage Payoff: Should You, or Shouldn’t You?

If you don’t have enough money to do both, is it smarter to pay off your mortgage early or invest your money in the financial markets? For most working people, these are choices that need to be considered. So, does it make more sense to own your home as soon...
How to Talk to Your College Grad About Money

How to Talk to Your College Grad About Money

Four Financial Topics to Discuss with Your New College Graduate Graduating college is a huge turning point for young people – life changes after college. It’s time to enter the work force, and to launch your career. While it’s of course an exciting time,...
Financial Planning Considerations for Same-Sex Couples

Financial Planning Considerations for Same-Sex Couples

In honor of Pride Month, we’re taking a look at some of the unique financial planning considerations for same-sex couples. Day-to-day finances may see like an area of life that is similar for everyone. The back-of-the napkin formula is simple—live...
5 Tips for Recent Grads Negotiating a Job Offer

5 Tips for Recent Grads Negotiating a Job Offer

5 Tips for Negotiating a First Job Offer For many of us who have kids, it’s the season of graduation. For parents with college grads, it’s a particularly meaningful time – after nearly two decades of school, they’re transitioning to working world and will...
Renting vs. Buying: What’s the Better Financial Decision?

Renting vs. Buying: What’s the Better Financial Decision?

Home-buying season is in full swing. But is buying a home really the best financial move? Many of us have had the dream of owning a home. A big two-story in suburbia, a trendy loft in the city, or a rural retreat – whatever the flavor, owning a home has...
Jeff Bezos & The Financial Implications of Getting Divorced

Jeff Bezos & The Financial Implications of Getting Divorced

The Jeff Bezos Divorce & Its Potential Financial Implications Last week, Amazon CEO and the richest man in the world, Jeff Bezos, announced that he and his wife Mackenzie Bezos are filing for divorce. They were married for 25 years and tied the knot...