Engage Educate Equip

Have you ever wondered what it takes to improve the money dynamic in your most important relationships—like with your partner or family? If so, then I encourage you to take a small but bold step to commit to regular money check-ins—brief, intentional conversations about where you’re at and what...

It’s a situation many people face sooner or later. You hit a financial rough patch, and you reach out to a family member or friend for a loan, or you’re on the receiving end of that request from a loved one.

If you’ve been a borrower or a lender, you know firsthand that lending money...

This time of year, many parents and grandparents are considering giving their children and/or grandchildren a financial gift. Whether it’s cash or a contribution to a 529 plan or a security in a brokerage account, financial gifts provide a unique opportunity to engage and educate the recipient...