personal-finance

senior couple meeting with financial advisor to discuss planning for a longer retirement

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Planning for a Longer Life

EP Wealth Regional Director, Ryan Serrecchia, CFP®, shares strategies...

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Awesome Budgeting Apps for Couples Planning for Retirement

In the age of technology, new solutions have disrupted everything from transportation (Uber) and...

7 Ways Families Can Save Money

Raising a family can be expensive. A study from the Department of Agriculture, for example, found...

4 Things to Look for in a Financial Advisor

No two financial advisors are exactly the same. As you begin your search for a financial advisor,...

Paying For Your Kids To Go To College: 7 Tips from a Financial Advisor

You probably want what’s best for your kids. You may want to give your oldest and youngest the same...

5 Simple Ideas To Update Your Financial Strategy (While Sitting on Your Couch)

Remember that New Year’s Resolution way back at the beginning of the year? Well it’s a great time...

How I am Teaching My 4-year Old About Money

Author: Laura Knolle Since I do financial planning for a living, financial literacy is very...

7 Key Steps to Take When Settling an Estate

Author: Brad Owen Co-author: Anne Wenger, JD, LLM (McLaughlin Legal)

Financial Organization – 5 Easy Areas to Simplify (and Improve) Your Financial Life

Author: Laura Knolle While on maternity leave, I had some extra time to read and tackle projects...