Finances
Podcast Episodes
Featured Episode
Episode 203: Disability Insurance and Protecting Your Paycheck
When you’re Childfree, life insurance may barely make your list, which is exactly why disability insurance is so easy to overlook and so important to get right. Bri Conn, CFP® and Scott Barnes, CFP®, TPCP®, CLTC break down how to protect the paycheck that funds the life you’ve built, and the fine print that decides whether your benefit shows up whole when you need it.
Articles
Good Debt vs. Bad Debt: Before You Borrow
Not all debt is bad. Learn what’s worth borrowing for versus what to avoid before signing on any dotted line.
Pensions: What They Are & How They Fit Your Plan
Pensions explained: traditional pension mechanics, lump sum versus annuity decisions, survivor benefit options, and retirement planning integration.
Tax Planning vs. Tax Filing: What's the Difference?
Proactive tax planning saves significantly more than reactive filing. Understand the difference and transform your tax strategy.
Do I Need a CPA or Tax Preparer?
CPA vs. tax preparer: understand the professional differences and know when to hire specialized tax help for your situation.
5 Things to Do in Turbulent Market Times
5 smart moves to protect your investments during market turbulence. Stay on track when volatility strikes.
4 Common Money Mistakes and Bad Behaviors
Stop making these 4 costly money mistakes. Identify what derails financial success and build habits that actually build wealth.