Preventing Over-indebtedness
Before the COVID-19 pandemic, a large portion of the country was struggling with debt and many estimate that one in…
Planning for Financial Literacy
As we wave goodbye to tax season and usher in spring, our thoughts and conversations with clients begin to include…
Knowledge Is Power: The Great Wealth Transfer & Financial Education
In 1973, just shy of the 100th anniversary of his death, descendants of Cornelius (“the Commodore”) Vanderbilt gathered at Vanderbilt…
Bitcoin and Ethereum Explained
Bitcoin What is it? In the first post we dove into what exactly cryptocurrency is, but not any of the…
Preparing Taxes
We have all likely heard Ben Franklin’s quote about there being only two certain things in life: death and taxes.…
Budgeting for 2022 Life Events (Big and Small)
Creating a budget can be a challenge even in the calmest of times, so how do you begin to tackle…
Crypto Compass: Cryptocurrency
Welcome to my Blog Hi and welcome to my blog, Crypto Compass. When I set out to learn about cryptocurrency,…
Six Resolutions to Improve Your Finances in 2022
At the beginning of the year people make resolutions involving health, work, or family, but getting your financial house in…
A Form that Accommodates the Mess: Financial Planning in an Age of Uncertainty
The idea that times past were simpler isn’t new. Modern life buzzes with confusion. The pace at which things change…
Did Covid Change Retirement for a Generation?
The world has changed since March 2020. Some of these changes have been small (have we ever cared so much…