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The Missing Piece in Many Financial Plans: Family Conversations About Inheritance
Inheritance discussions are often avoided, but silence creates confusion and conflict. Learn how to start simple family conversations that strengthen any financial plan.
Steven Bowles
Jan 255 min read
TSP, 401(k), or IRA? Making the Smartest Choice for Your Post-Military Career
Confused about your TSP after military service? This veteran-written guide explains your rollover options and helps you make the smartest choice for your family's financial future.
Annette Harris, AFC®
Aug 12, 20256 min read
Why Your Paycheck Suddenly Increased (Despite No Raise): 5 Hidden Factors
Why Did My Paycheck Go Up Without a Pay Increase? This happens towards the end of the year after you reach the annual Social Security limit.
Annette Harris, AFC®
Mar 15, 20254 min read
9 Tips to Start Or Improve Your Retirement Savings Strategy
Discover 9 essential tips to boost your retirement savings strategy. Learn how to automate, diversify, and grow your retirement savings.
Annette Harris, AFC®
Feb 15, 20256 min read
6 Budgeting Strategies for Couples With Uneven Retirement Savings
Budgeting Strategies for Couples to Plan for Retirement. Host a “Dreams & Goals” Discussion. Find a Balanced Saving Approach and much more!
Annette Harris, AFC®
Apr 6, 20245 min read
7 Retirement Planning Tips for Couples With Big Age Gaps
How do you plan for retirement when there's a big age gap? With careful planning and communication, couples can create a retirement plan.
Annette Harris, AFC®
Mar 17, 20246 min read
10 Things You Should Do If You Didn't Save for Retirement
What do you do if you don't have enough money saved for retirement? 1. Consider a Reverse Mortgage 2. Put Your Unique Skills to Use and more
Annette Harris, AFC®
Dec 22, 20236 min read
4 Ways To Save For Retirement as a Tipped Employee
Being a tipped employee can mean your income is inconsistent weekly or month-to-month. The income can make planning for retirement difficult
Annette Harris, AFC®
May 6, 20223 min read
⭐ Featured Posts
Movies That Teach Kids About Money
Teaching kids about money can be fun with the right movies! Check out our top picks for movies that educate young viewers about money!
5 min read
12 Ways to Stop Letting Money Control Your Life
How do you stop letting money control your life? From removing shopping apps from your devices to getting comfortable with your numbers...
7 min read
Budgeting for Beginners: A Step-by-Step Guide to Get Started
Managing your finances and achieving your financial goals can be made easier through budgeting, which involves planning how to spend your mo
4 min read
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