
Category Archives: Family Finances


Lessons Learned from My Trip to the AT&T Store
Things to consider before commiting to a new phone.
Marriage and Money
Being proactive in your shared vision of personal finances can lead to a happier & healthier marriage.
Simplify Your Financial Life
Three ways to save time, reduce financial stress, and achieve your long-term goals.
Are You Avoiding Trouble?
Writing checks can be riskier than you think.
Cash Back vs Points
Which credit card reward options is best for your personal spending habits?
A Different Kind of Date Night
A great way to get on the same page with your spouse about finances.
Gift4Giving with Fidelity Charitable Gift Fund
Donor-advised funds are one of our favorite vehicles for tax-efficient charitable giving.
Support for Caregivers
More than 65 million people (29% of the U.S. population) provide care for an aged, chronically ill, or disabled family member or friend during any given year. The average caregiver spends 20 hours per week providing care for their loved…