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In the dynamic realm of financial planning, a distinctive philosophy has emerged – one that embraces a childfree lifestyle and aspires to Die with Zero or “DwZ”. This paradigm shift underscores a deliberate departure from conventional financial norms, prioritizing life experiences over traditional legacies. By consciously opting for a childfree
By Drew Schlotter, CFP®, CCFC Wait, College Costs How Much? The cost of college, and the resulting value (or lack thereof) are a hot topic among parents, students and the media. Costs are going up, student debt is ballooning, and politicians are talking about free education while they cut state
As a financial planner, I help people achieve their financial goals and live the life they want. But my own journey to becoming a financial planner was also driven by personal goals and values. Growing up, I witnessed the financial struggles of my parents and the stress it caused in
So far this year, I have had 149 prospective client meetings and almost no one knows what to ask. Here’s what you need to ask. Start with these four things to make sure you get the most from this conversation: First, ask how long they’ve been practicing as an advisor.
The pandemic has made it difficult for many people to manage cash flow and keep an eye on their budget. This often leads to an increase in credit usage, which can have a long-term impact on your ability to buy a home, purchase a car, and so on. Here are
Do you have a Health Savings Account? If not, having one can likely help you in the future by allowing you to cover the cost of your medical and other health needs. We spent a lot of time talking about this on Tykr’s podcast a few months ago. Here are
Did you set financial goals for the New Year? How have you gone tracking those goals? We might be well into the New Year, but it’s not too late to learn how you can make your Resolutions really stick. Here are a few things we walk our clients through that
As COVID-19 continues to shift and change life and the world around us, what is your financial situation for 2022? If you have been one of the lucky ones that continued to have your job you will likely have felt stress. This hasn’t been an easy time for any of
“No matter how much women prefer to learn, to be protected and supported, nor how much men prefer to have them do so, they must make the voyage of life alone, and for safety in an emergency they must know something of the laws of navigation.” —Elizabeth Cady Stanton,1892 These
Financial resilience is the ability to hold up when life throws you an inevitable financial curve. If this seems broad, it should. There are ramifications to financial events beyond mere dollars and cents.Divorce, disability, job loss — they may seem unconnected financially, yet they share some common characteristics. All can
