What are we talking about? It’s the risks your family faces if only one of you is the sole “boss” of the household finances. Most families have a household CFO, but what if the non-CFO partner is unexpectedly left in charge?

Have you been putting off having “that talk” with your parents – the one when they share some of their personal financial information with you? A few, relatively basic conversations and simple steps today can prevent all sorts of unnecessary angst and anxiety in the future.

After getting over the shock that my 10-year-old had compiled his bucket list before I’d even started mine, I read through it. It made me realize: You’re never too young (or old) to have a bucket list

So, are you ready to get a jump on 2019? Around this time last year, we shared a list of 10 financial best practices for the year ahead. Our reach-out went so well, we thought we’d make it an annual tradition. Here are six more financial best practices for the year ahead. Pick a few of them or take on the entire list. Either way, you’ll be that much further ahead by the time 2020 rolls around.

A fulfilling career is far more than just a money-making machine. Ideally, it’s emotionally and financially rewarding. So, when I’m advising clients on how to make the most of their careers, I draw on my experience as a CERTIFIED FINANCIAL PLANNER™ as well as on my good fortune to have discovered my own true calling.

The giving season is underway, with the holidays and year-end bearing down on us. So how can we transform one of the more stressful, and sometimes guilt-ridden, elements of the season into something more life-giving?