Insights

Whether you already have frequent money conversations with your partner, or you both avoid the topic at all costs, navigating a big financial conversation with your partner can start with our helpful JOYful Finances for Couples Checklist. The checklist is designed to foster open communicati …

Money talk doesn’t come to all couples naturally. Some people grow up in a household where talking about finances was avoided or discouraged. Others grow up having open, honest discussions about money. For some couples, this causes an “oil and water” situation of mismanaging money together. …

Doing your taxes might not be enJOYable but being more organized can make the process less painful.

What’s the #1 fear in retirement? Running out of money. Get our step-by-step guide to help ensure your assets last a lifetime.   Download Guide

Getting married is usually a JOYous occasion and discussions about money could be a source of tension, but they should not.  Each person in the relationship brings their own financial habit, beliefs, and goals and open communication is of great importance. Start early and begin to have an h …

There are some things in life you just can’t plan for: an unexpected illness, job loss, death of spouse, disability. And while experiencing one of these major events can drastically impact your life, having an effective financial plan can help ensure that it doesn’t ruin your financial well-being.

Congratulations, recent college graduate! You’ve worked hard to earn your degree, and now you’re ready to embark on the next chapter of your life. This is an exciting time – one filled with lots of changes, like starting a new career and learning how to manage living on your own …

Picture this, your baby, the tiny bundle of joy you brought into this world, is now 18, legally an adult. Suddenly, the rules change. You’re still Mom or Dad, but legally speaking, you’re not automatically entitled to make decisions on their behalf anymore. Scary, right? This a …

Creating multigenerational wealth that lasts involves more than passing down assets. It requires teaching younger generations how to maintain that wealth. Learn how you can build and pass on your legacy in this helpful guide. Download Guide

Your parents taught you everything you know about money. From opening your first checking account to taking out your first car loan, they were always there to guide you. But as your parents get older, they may begin turning to you for help with their finances. How do you begin to navigate t …