Latest articles by Erin Wood, CFP®, CRPC®, FBSⓇ
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How to Check Your Financial Baggage for the New Year
savings If you're already faltering on your financial New Year’s resolutions, here's a way to get to the root of the problem and learn a little about yourself along the way.
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Give Story – Not Stuff – for the Holidays
retirement Your financial plan is about more than making money and getting stuff. It's built around your values, goals and relationships. Shouldn't your gift-giving be the same way?
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Wealth Shame: When Wealth Changes Your Life (and Not Everyone Else's)
retirement Defined as a real or perceived distance when you make more money than your family or community of origin, wealth shame can be a painful transition.
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Youth Sports Vs. College Costs – What's a Parent to Do?
college In a word: prioritize. Work with your child to find what is most meaningful and what makes the most sense. Then concentrate your budget dollars accordingly. My tried-and-true postcard test can help.
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To Define Your Retirement Goals, Take the Postcard Test
Making Your Money Last You've got to really know yourself to understand what's important to you, where you're going and how you can get there. A simple test could help shed some light on your path.
Making Your Money Last
