Moving to another county can complicate your financial planning, but that’s no reason to avoid a potentially once-in-a-lifetime experience. Vice president ReKeithen Miller returns to the podcast.
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Whether you’re just getting started saving for retirement or you want to give your strategy a tune-up, Victoria Dubuc offers an accessible guide to creating and achieving retirement savings goals.
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Senior client service manager Melinda Kibler shares her passion for tax planning while offering advice for a stress-free income tax season.
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How can you tell if changing jobs, or even venturing out on your own as a freelancer, is right for you? Vice president and CIO Ben Sullivan returns to the podcast to help listeners think like a financial pro when considering a job offer or contract.
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From the costs of pregnancy and childbirth to paying for a college education, parents face many financial planning challenges and opportunities. Rebecca Pavese, CPA, offers her perspective.
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Vice president David Walters explains why prenups don’t need to be more fraught than other financial planning. David also dives into the financial planning fundamentals couples should think about before and after their wedding day.
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The process of buying a home can seem daunting, especially for first-time homebuyers. In this episode, vice president Eric Meermann demystifies the financial dimensions of homeownership.
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Most of us need a car, but how should you get one? Buy or lease? New or used? Senior client service associate Kasey Radney is here to guide you through the decision.
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Senior client service manager Thomas Walsh returns to the podcast to talk about the balancing act many people have to master in order to save for big goals like retirement or education while also staying on top of their debts.
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Rebecca Pavese, CPA, explains why building a solid budget and working to improve your credit score are fundamentals that underpin personal financial planning. Learn how to master the fundamentals in this episode of “Something Personal.”
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