Money and You

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A couple sits at a table across from each other on a date. To the right is a calendar with a few circled dates, and a stool with house plants. They sit in a living room type area in front of a window showing the night sky.

How to Have the Best Money Date Ever!

Romantic candle lighting, a bouquet of flowers, and… talking about your 401k? Okay, so maybe talking about money and financial planning with your significant other isn’t part of your ideal date night. As a couple, do you ask each other money questions or discuss your finances?

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An illustrated graphic of two business owners, male and female, stand in front of their store front next to a sandwich board. On the sandwich board is an image of a document with the word

Why (and How) Estate Planning Can Save Your Small Business

If you own a small business, chances are you’ve poured your heart, time, and savings into it. It may be your livelihood, your family’s financial foundation, and even a source of pride in your community. But here’s a question many business owners avoid: What happens to your business if something happens to you?

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Big Life Change? Helpful Financial Strategies for Women in Transition

Are you a woman in transition? If you’re facing a big life change — as a successful owner or manager of a rapidly growing business, someone with a recent inheritance, or perhaps recently widowed, divorced, engaged, married, or dealing with illness — then you’re a woman in transition, and you have special financial needs.

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Why a family meeting on finances is a good idea

Why a Family Meeting on Finances is a Good Idea

Planning a conversation with your loved ones about your financial plans and goals may not be easy, but it can help you feel more confident about your family’s financial health and your peace of mind.

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