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Where to Find a Better Yield on Your Savings

The purpose of your emergency fund savings is to be there when you need it, not generate return. Still, it would be nice if these funds...

Where to Park Your Emergency Funds

Recently, I discussed a few key reasons to have an emergency fund as well as some potential aspects to think through in deciding the...

Creating An Emergency Fund Target

Is the 3-6 month emergency fund saving rule the best? Consider these areas to come up with a target more personalized to your financial life

3 Reasons I Have An Emergency Fund

A discussion on emergency savings isn’t generally the choice topic among those on a financial journey. In fact, in the world of financial...

Planning for Conversions

As a financial planner, I see a wide range of scenarios in the plans that we do for people. One day, we may be developing a plan for...

Discovering Your Goals

In financial planning, goals are an essential piece of a comprehensive financial plan. While some might assume that financial planning is...

Goals Are Key

In another recent article I discussed three key attributes of financial planning. One of these attributes of a successful financial plan...

A Financial GPS

A couple of times a year our family takes road trips to visit our extended family out of state. With two young kids it’s no small...

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