Financial Planning, Financial Tips
Reed C. Fraasa, CFP®, AIF®, RLP®
Money Flowing Out? Your January Financial Reset ...

As we embark on a new year, there's no better time to take control of your financial future by thoroughly reviewing your cash flow. If having a vision and establishing goals is the touchstone for a financial plan, this essential financial practice sets the foundation for achieving your goals and ensuring long-term financial stability.

Money Flowing Out? Your January Financial Reset Starts Now
Divorce Planning, Newly Independent Women
Joseph Goldy, CFP®, CDFA®
Understanding the CDFA® Designation: Your ...

Anyone who has gone through a divorce knows how emotionally challenging and financially complex it can be. While attorneys handle the legal aspects, a Certified Divorce Financial Analyst® focuses specifically on the financial implications of divorce. This specialized designation equips professionals with the expertise to guide clients through the intricate financial aspects of divorce proceedings, ensuring better outcomes for their financial future.

Understanding the CDFA® Designation: Your Financial Ally During Divorce
Pharmaceutical Professionals, Stock Options, Financial Planning
AnnaMarie Mock, CFP®
Science Meets Finance: How The Scientific ...

Anna Marie Mock, a fee-only certified financial planner at Highland Financial Advisors, discusses the dynamic interplay between art and science in financial planning. Drawing inspiration from Leonardo da Vinci's philosophy that "everything connects to everything else," she emphasizes that financial planning is an art involving subjective goal-setting and a science-driven by objective analysis tools. In this video, Anna explains how the scientific method can be applied to financial planning, using equity compensation as a concrete example. 

Science Meets Finance: How The Scientific Method is Applied in Financial Planning | Ep. 6
Financial Planning, Financial Tips, Net Worth
Stephanie Burke
Understanding Your Money Script

What are your thoughts, feelings, and beliefs about money? What about your partner, and do they differ from your own? Sometimes, the conflict we experience around money in our personal lives can be attributed to incongruent money scripts with those with whom we share finances. Let’s dive into the term money script and how understanding it can help us achieve our financial goals.

Understanding Your Money Script
Financial Planning, Financial Tips
Edward Leach
The Dependent Care FSA – An Overlooked Benefit ...

In talking with clients about the benefits their employer provides during the open enrollment season, one often overlooked benefit if clients have dependents is the Dependent Care Flexible Spending Account (FSA).

The Dependent Care FSA – An Overlooked Benefit During Open Enrollment Season

Private Investments

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Why Digital Infrastructure Could be the Bright Spot for America’s Economic Future

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Why Digital Infrastructure Could be the Bright Spot for America’s Economic Future

We often think about the Industrial Revolution as a defining moment of economic progress—a time when investment in factories, railways, and power transformed daily life and lifted entire economies. 

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What Baking a Cake Can Teach Us About Building a Better Investment Portfolio

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What Baking a Cake Can Teach Us About Building a Better Investment Portfolio

Have you ever tried eating raw flour? What about a spoonful of baking powder or a stick of butter? Each one on its own doesn't taste great—but mix them, bake them, and you've got cake. I would say that's an enjoyable experience for someone who likes cake. 

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How You Buy and Sell a Home is About to Change

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How You Buy and Sell a Home is About to Change

The recent settlement between the National Association of Realtors (NAR) and various plaintiffs marks a significant turning point in the real estate industry. This agreement, which resolves allegations of anti-competitive practices, took effect on August 17th and could substantially change how homes are bought and sold across the United States.

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