This summer has been a challenging one, with quite a few family members, friends, and clients of ours all struggling with care challenges for aging parents, spouses, or friends.  We’ve watched the struggle of figuring out how to let someone age in place with dignity, and it is a huge burden for family or friends

Many of us are in the back to school swing. With education on our minds, let’s talk about why teaching kids financial literacy is important, and how to do it effectively! Speaking of good money habits, here are 6 impactful ways to teach financial literacy for kids. It will in turn help your young children become

Put aside inflation, the price of oil over the last year, and interest rates – something else has been on the rise… the strength of the U.S. dollar.  I’m sure most of you have seen a headline referring to the strength of the dollar at least once over the last few months, particularly when 1 […]

Vesting… you’ve heard the term, but do you know what it means? No, not that kind of vest This term typically applies to employer-sponsored retirement plans (such as 401(k)s, 403(b)s, etc.). While all of the money you personally contribute to these accounts is yours to invest, keep, and take with you if you were to

Happy Summer Solstice! I just returned from a wonderful week at Lake Michigan with my family. I love them dearly and a great way to look after them is to make sure I have beneficiaries named on my accounts. Beneficiary designations are the way that certain types of assets are passed on to heirs, regardless of

As we addressed in our market volatility update yesterday, sometimes taking a break from all the news is good for our mental health and can be enough to give some perspective.   There is a lot of information being thrown out at us and that can be stressful and overwhelming – either causing us to do […]

Lucy and Tyler’s blog last week on the financial implications of installing solar panels triggered quite a few follow up questions from our loyal readers!  (Thank you to all of you who take the time to read our posts—we appreciate your feedback and questions!!!) So, we wanted to tackle the general math on home

Are solar panels worth it? This week’s blog features a client request on how to calculate if it’s a wise decision to have solar panels installed at your home. Yellow ribbon back home at the yellow barn after earning the last score for our USDF Bronze Medal! Most of us are aware of the great […]

The past few days have given lots of reprieve from the colder weather, but the roller coaster in the markets seems to continue.  Needless to say, investors have been put through an emotional ringer the last 2 years through stomaching the lows of the market drop in 2020, the unknowns of a pandemic, feeling the