5 - Don't Forget to Check your Paycheck - Header Image

Don’t Forget to Check Your Paycheck

Have you looked at your paystub recently? If you’re like many people, you might just let the money go to direct deposit and never open up the envelopes that document your payments. But that would be a mistake. Even if you don’t do it every time, it’s important to regularly check the information on your paystub. Here’s what you need to know.
4 - The Secret to Becoming a Millionaire - Header Image

The Secret to Becoming a Millionaire

How do you become a millionaire? Invent the next disruptive cloud-based technology? Become an executive at a large company? Actually, you don’t have to do any of these things. The secret to becoming a millionaire is so boring that it’s almost embarrassing, but here it is: Just. Keep. Saving. As much as you can. And try to save a little more every year. That’s it. Can it really be so easy?
3 - 5 Ways to Protect Yourself Financially - Header Image

5 Ways to Protect Yourself Financially

These days, financial planning is more complicated than ever. Between the rise of self-directed retirement accounts and the numerous financial products out there, it’s easy to get confused and feel overwhelmed by the amount of information out there – not to mention the scale of your financial responsibilities. That’s why it’s so important to get the basics right. A solid financial foundation can help protect you from the most common personal finance pitfalls and can give you a feeling of greater mastery and control when it comes to all the financial decisions you need to make in your everyday life. These five critical areas will help you get started.
2 - How to Use Debt - Header Image

How to Use Debt – Properly!

Is debt worth it? This is the essential question when it comes to financing expenditures – not just for consumers, but for businesses and even governments. While debt can help to finance important investments and build wealth, it can also become an unmanageably expensive burden. That’s why choosing which type of debt to use and when is so important. Read on to learn how to distinguish practical from dangerous debt, and how to make the most of both.
1 - What is an HSA - Header Image

What is an HSA – And How Do You Use One?

Health Savings Accounts (HSAs) go hand-in-hand with high-deductible health insurance plans. These days, they’re increasingly common – one study found that nearly 30% of plans fall under the “high deductible” categorization, which means you might be increasingly likely to have one. So how do these plans (and their HSAs) work, and how can you make the most of them?
5 - Don't Forget to Take a Break {Header Image}

Don’t Forget to Take a Break

If you’re the lynchpin in your family, providing balance, support, and even financial assistance to parents, children, grandchildren, or others, you’ve probably experienced one thing in abundance: exhaustion. Even though many Sandwich Generation members find a sense of purpose and satisfaction in their role, there’s no denying that it’s an intensive one. Factor in a job and the usual day-to-day responsibilities of a grown up, and you’ve got a recipe for overload. So what do you do?
The Secret to Helping Your Family {Header Image}

The Secret to Helping Your Family: Help Yourself

We’ve all heard the old yarn: if you want to help others, you need to help yourself first. But that doesn’t make it easier – particularly if you have several generations worth of family members to worry about! But financial prioritization, especially when it comes to your own future, is critical. In this article, we’ll show you how sticking to your retirement savings plan can make a big difference, and what you can do to make the task of sticking with it with it a little easier.
5 Ways for Boomerang Kids {Header Image}

5 Ways to Make Life at Home Easier with a Boomerang Child

Having a child at home can make it easy to fall back into the patterns of childhood. Suddenly, instead of an adult family member sharing your space, you have a brooding teenager and a mess in the kitchen. No one wants that – your child included. Instead of reliving the teenage years, use this time as an opportunity to foster contribution, communication, and family unity. After all, in some respects you have a chance to build a relationship with your child that most don’t get. So how can you make the most of it?
2 - How to Manage Multi-gen Finances {Header Image}

How to Manage Multigenerational Finances

A grown child’s emergency car repair? An elderly parent’s new glasses? Meal-planning for a full house? It’s all in a day’s work for the Sandwich Generation. Whether you have everyone under one roof or consistent financial contact with family members around the world, you may have struggled with some of the unique planning challenges that Sandwich Generation members face. Budgeting and managing the emotional aspects of integrated finances are often at the top of the list. How can you make sustainable plans – and make sure that everyone is happy? Read on for some of the tips and tricks that we recommend to our Sandwich Generation clients.
1- What's in a Sandwich_ {Header Image}

What’s in a Sandwich? Thriving as a Member of the Sandwich Generation

If your family has multiple generations involved, your priorities could include grown children, grandchildren, and elderly parents. Have you ever struggled to balance everyone’s needs? Well then, you could just be a member of the Sandwich Generation. You’re not alone: more and more middle-aged adults are providing emotional, financial, and practical support to their entire families. Their biggest issues? Time and money are often at the top of the list. Here are a few tips for managing both – without sacrificing the big picture priorities that really matter to you.