Advisor, planner, broker: what's the difference? A plain-language guide to the types of financial advisors, and what fee-only really means.
Nearing the end of a gray divorce? A calm, plain-language guide to the money conversations that matter after 50, from dividing retirement to Social Security. Serving NKY & Cincinnati.
Blog posts
An emergency fund is one of the most important pieces of a stable financial life, but building one can feel intimidating — especially if money is already tight. The good news is that you don't need a windfall or a rigid budget overhaul to get started.
Blog posts
8 plain-language questions to ask before you hire a financial advisor, from fees and fiduciary duty to full financial planning. Serving Northern Kentucky & Cincinnati.
Blog posts
The World Meteorological Organization is predicting extreme weather for much of the US this winter. Being prepared is about more than just having insurance. Here’s how to prepare your finances, should the worst happen.
Blog posts
Credit scores quietly shape a lot of financial life: whether you get approved for a loan, what interest rate you pay, sometimes even whether you can rent an apartment or get a cell phone plan without a deposit. Yet most people have only a rough idea of how the number is actually calculated. That gap in understanding is exactly where a lot of costly myths take root.
