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Get Mortgage‑Ready: The Advanced Financial Playbook for First-Time Homebuyers
Learn the four key phases of the home-buying journey — from financial prep and making an offer to closing — and how a CFP® professional can help you align it with your bigger financial plan.
Apr 306 min read


First-Time Homebuyer Guide: 4 Key Phases of the Home-Buying Process
Learn the four key phases of the home-buying journey — from financial prep and making an offer to closing — and how a CFP® professional can help you align it with your bigger financial plan.
Feb 135 min read


Find Your Savings Sweet Spot: How Much Should You Really Be Saving?
What is the ideal savings rate? Here are some ways to achieve the “savings sweet spot” for you.
Jan 17, 20254 min read


Marrying Your Investments: What is the Ideal Account Set Up for Couples?
Learn the benefits of a joint bank account and what the ideal account setup looks like to help couples achieve financial success
Oct 22, 20244 min read


Bond Funds vs. Individual Bonds: Choosing the Best Way to Invest
Understand the benefits of efficient, diversified investing by choosing bond funds versus individual bonds in your financial strategy
Oct 11, 20244 min read


An 8-Step Checklist to Recession-Proof Your Finances
Here are eight things to put on your recession preparation checklist to protect you in today's economic climate.
Oct 26, 20235 min read


Steps for Staying Stable with Sudden Wealth
There’s no right answer to what to do with sudden wealth, but here are some steps to put you in a better position to make smart decisions.
May 23, 20234 min read


Helpful Budgeting Hack: How to Apply the 50/30/20 Rule
With the simple budgeting method known as the 50/30/20 rule, you can do just that — and take control of your financial future.
Apr 20, 20234 min read


Investing was Awful in 2022 — But Here are 4 Things We Learned
Investors learn more about themselves during a bear market than a bull market — here's what we learned from 2022's awful financial market.
Mar 2, 20235 min read
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