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Financial Planning for Life’s Big Milestones: A Guide to Staying Ahead
Life comes at you fast. One minute, you're learning how to ride a bike, and the next, you're trying to figure out Medicare enrollment...
stephenbodwell
6 days ago3 min read
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Beyond the S&P 500: The Case for Global Diversification
Investing in the S&P 500 often feels like owning a diversified slice of the American economy. After all, it comprises 500 of the largest...
stephenbodwell
Jun 103 min read
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Up Your Personal CyberSecurity Game: Part 2 – Practical Tips
Earlier this year, I wrote an article on essential strategies to “Up Your Personal Cyber Security Game: Safeguarding Your Finances in the...
stephenbodwell
May 263 min read
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Understanding Disability Insurance: A Key Component of Financial Security
When it comes to financial planning, many individuals focus on retirement savings, investment strategies, and tax efficiency. However,...
stephenbodwell
May 154 min read
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The Great Paper Chase: What Documents Are Worth Keeping (And For How Long)?
Let’s face it: paperwork isn’t anyone’s favorite pastime. You're not alone if you’ve ever wondered whether you need to keep that receipt...
stephenbodwell
Apr 284 min read
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Helping Your Parents Age Well—Without Derailing Your Finances
Planning for aging parents is one of the most emotionally and financially complex tasks many of us will face. It involves navigating the...
stephenbodwell
Apr 145 min read
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Making the Most of Your Restricted Stock Units (RSUs)
RSUs are a valuable form of employee compensation, offering a way to share in your company's success. However, they come with tax...
stephenbodwell
Apr 43 min read
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Navigating the Intricacies of Updating Beneficiaries in Estate Planning
Estate planning is vital to ensuring financial security and preserving your legacy. However, one commonly overlooked detail is the...
stephenbodwell
Mar 164 min read
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The Basics of Estate Planning: Will-Based vs. Trust-Based Plans
Estate planning, often overlooked, is a crucial aspect of personal finance. Many delay creating a plan, assuming they have ample time or...
stephenbodwell
Feb 284 min read
6 views
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Mark Your Calendars! Important Tax Dates for 2025 (And Yes, They Matter)
Let’s face it—taxes may not be the most thrilling topic, but they are as inevitable as your morning coffee addiction. Whether you’re an...
stephenbodwell
Feb 173 min read
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Smart Strategies to Fund Your Child's College Education
Planning for your child’s college education is one of the most significant financial decisions you'll face as a parent. It's crucial to...
stephenbodwell
Feb 15 min read
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Tax Season Survival: Organizing with a Smile
Ah, tax season—the annual financial obstacle course that tests our patience, organization, and love for acronyms like W-2, 1099, and IRA....
stephenbodwell
Jan 203 min read
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Your Essential Financial Planning Guide to Start the Year Right
As we enter a new year, it’s essential to take a moment to reassess your financial situation and set yourself up for success. Whether...
stephenbodwell
Jan 64 min read
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Smart Savings Strategies to Maximize Your Finances
So, you’ve decided that you’d like to save more but aren’t sure where to start as far as the type of savings vehicle? With numerous...
stephenbodwell
Dec 23, 20244 min read
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Lease or Buy? How to Make the Smartest Choice for Your Next Car
Leasing or buying a car is a significant financial decision that affects not just your monthly budget but also your lifestyle. Each...
stephenbodwell
Dec 11, 20244 min read
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Year-End Financial Planning: Key Considerations
As we approach the end of the year, it's crucial to review your financial situation and plan for the future. This process is not just...
stephenbodwell
Nov 24, 20244 min read
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Top Issues to Consider When Managing Finances During High Inflation
In an era of soaring prices and economic uncertainty, a proactive role in managing your finances effectively becomes more crucial than...
stephenbodwell
Nov 13, 20244 min read
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Embracing the Opportunities of a Raise or Promotion
Securing a raise or getting a promotion can bring a significant shift in your financial situation. It is a golden opportunity to redefine...
stephenbodwell
Oct 29, 20243 min read
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Rainy Day Ready: Mastering the Art of Emergency Fund Planning
Understanding the need to establish and maintain an emergency fund is paramount to securing financial stability. This article aims to...
stephenbodwell
Oct 6, 20245 min read
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What Issues Should You Consider if You Lose Your Job?
Navigating the financial challenges of job loss can be overwhelming. Let’s discuss key planning steps you can undertake to aid your...
stephenbodwell
Oct 4, 20244 min read
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