A personal reflection on carrying financial burdens that were never meant to be yours alone, and the difference between ownership and stewardship.

Have you ever known someone to die without a will? Imagine how stressful that is for the surviving family. Making a Will Matters.

It's never too late to script your financial future! Whether you're just starting or starting over, every step counts.

Last week we discussed the importance of teaching budgeting basics to children. This week we turn our focus and more detail to help you in nurturing financial savvy with your teen. Navigating the complex world of finances is a vital life skill, and what better time to instill this wisdom than during the formative years of adolescence? Teaching teens about money not only equips them with essential financial literacy but also sets the foundation for a responsible and empowered

In our last post, The Unsettling Reality of Dying Without a Will, I hope you took an action to be sure you have one in place. It’s also a good time to check to be sure your beneficiaries are all up to date. Check with your bank or credit union. Check to be sure your beneficiaries for your retirement and Health Savings Accounts are current. Now is also a good time to organize all of your important papers and have them in a Legacy Drawer just to be a good steward to your family

Over the last few months in leading Financial Peace classes and working with individual clients and casual conversations with friends and colleagues, I’ve come to learn that many do not have a will in place. You’d be surprised to learn that some who are well off financially have not taken the step to care for their estate in the event of their untimely death. This post is focused on what it looks like to die without a will in place. If you are 18 and older, single, married o