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Setting up a Roth IRA for your teenager could put them on the path to financial independence.
Preparing Your Child for Future Financial Success
Planning For the Empty Nest
The Gender Expense Gap and 3 Other Tips for Sending Your Freshman to College
Thank you to all the Mothers for all the financial lessons and guidance!
Financially smart moves for pet owners
How to navigate challenging financial times with your spouse or partner — and maybe even improve your long-term financial picture at the same time.
How would your kids answer these 5 financial questions?
Learn about American women's financial history--from the very first female investor to today!
Melissa Sotudeh, CFP® shares her expertise on college funding strategies with Tungstep Prep, a tutoring company in the D.C. area.
Aaron Clarke, CFPⓇ gives his take on the impact of the SECURE Act on IRA owners and their beneficiaries.
Dan Trumbower, CFP® gives a few tips on how to have important financial conversations when they are most needed.
Jennifer Davis, CFP® shares a strategy she has used personally to prepare for life's big changes.
Texting investment advice? What a millennial my daughter is…but it got me thinking.
There’s always something new to learn in the world of investments and personal finance. Recently, one of our clients alerted us to a practice we think everyone should try—the financial fire drill.
What does the Konmari home tidying craze have to do with personal finance? Actually, a lot!
Melissa Sotudeh shares her perspective on how financial advisors can better serve women. (Hint: It's not with a one-size-fits-all approach.)
Melissa Sotudeh, CFP® explains the questions couples should ask themselves and protective steps prior to starting a family business.
As you grow older the roles start to reverse, and you need have “the talk” with your parents—the difficult talk about where and how they will grow old, and how they will be cared for financially and physically.
It’s almost 5/29, a day to celebrate 529 Plan college savings! We frequently recommend 529 Plans for families saving for college, and this month, many state 529 Plans are running promotions to encourage college savings.