What is a Credit Freeze?
Credit freezes are underused to help protect fraudulent accounts from being opened. Given the number of data breaches happening, a credit freeze is an important …
Why You Should Review Your Medicare Plan Each Year
Every fall is an opportunity to review your Medicare plan to make sure nothing major has changed, no new plan is available, and make sure …
Nathan Astle – Financial Therapy, Money Conversations, and Grief
Nate Astle is the founder of Relational Money and a licensed marriage and family therapist. He discusses what financial therapy is, how couples can have …
7 Reasons You Shouldn’t Hire a Financial Advisor
I’m going to share 7 reasons you shouldn’t hire a financial advisor. And, that’s coming from a financial advisor. Learn from my experience as a …
7 Ways to Help a Caregiver
Learn 7 ways you can actually help a caregiver. It goes beyond “let me know if you need anything.” I give you actionable steps and …
Why I Became a Financial Planner
I don’t have the most exciting story about why I became a financial planner. This isn’t a second or third career for me like it …
Danika Waddell: How Couples Can Get on the Same Page About Money
Danika Waddell, CFP®, RLP® is the founder and lead financial planner of Xena Financial Planning. She loves working with couples who don’t see eye to …
What To Do When Your Loved One Dies
When your loved one dies, it can feel like a never ending list of tasks that need to be done. I walk you through what …
5 Reasons Why Stock Market Forecasts are Useless
Stock market forecasts are often wrong. They are easy to make with little to no accountability, encourage bad reactions, and are confused with “the economy.” …
5 Smart Ways to Invest for Your Grandchildren
Do you want to invest for your grandchildren’s future and financial success, but aren’t sure how? This covers the types of accounts, taxation, how it …