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Jennifer Hester | Feb 14, 2025

Financial Planning in Your 30s: 3 Goal Ideas for 30-Somethings

Savings
Your thirties are a great time to start working on some larger financial goals. Here are some ideas.
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Jennifer Hester | Feb 7, 2025

From Boomers to Gen Z: A Generational Look at Money Habits and Financial Choices

Lifestyle

What financial habits have helped you most in life?

Which ones have held you back?

No matter how you answer those questions, your money habits have a lot to do

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Jennifer Hester | Jan 31, 2025

Is it Always Better to Purchase a Home?

Real Estate
Property
While homeownership is a goal for many, there are a few things to consider before looking to buy.
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Jennifer Hester | Jan 24, 2025

7 Effective Tax Optimization Strategies for High-Net-Worth Individuals

Tax Planning
Investments
Retirement
Estate Planning
Real Estate

What does it take to minimize your tax bill, not just this year but in the years to come?

The answer varies for each individual. Tax optimization strategies

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Jennifer Hester | Jan 17, 2025

4 Tips for Minimizing Financial Anxiety

Finance
Lifestyle
Here are some things to consider if your financial anxiety is keeping you up at night.
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Jennifer Hester | Jan 10, 2025

Retirement Plan FAQs

Retirement
Investments
Not sure where to start with retirement plans? Here are some common questions.
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Jennifer Hester | Jan 3, 2025

Planning for the Future: Essential Steps to Secure Your Retirement

Retirement
Savings

Is your retirement savings on track?

If you’re like most people, you may feel it’s not. In fact, concerns about running out of money in retirement are very

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Jennifer Hester | Dec 27, 2024

Informed Donating

Lifestyle
Family
If you’re planning on making some end-of-year charitable donations, there are a few questions to ask yourself first.
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Jennifer Hester | Dec 20, 2024

How Hindsight Bias Hurts Investors

Investments

How many of your financial choices are based purely on logic?

It could be fewer than you think.

That’s because most of us make money decisions with our emotions

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Jennifer Hester | Dec 13, 2024

Personal Finance Mistakes to Avoid

Finance
Savings
Are you making one of these common financial mistakes? Here are some steps to consider.
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Jennifer Hester | Dec 6, 2024

5 Major Retirement Regrets (That Are NOT Inevitable & How to Avoid Them)

Retirement

When are you going to retire?

How did you make that decision?

Many of us look at finances and health when we’re deciding when to retire.

Whether or not we realize

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Jennifer Hester | Nov 29, 2024

Retiring Abroad

Retirement
Lifestyle
Spending your retirement years in a new country can be exciting, so long as you're prepared.
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