top of page
Search


Understanding the Importance of Regularly Reviewing Your Property and Casualty Insurance
When was the last time you reviewed your property and casualty insurance? If the answer is “back when flip phones were a thing,” it might...
stephenbodwell
Sep 14 min read


Selling Your Home? What to Consider (Before You Pop the Champagne)
Selling a home can be an emotional roller coaster. It’s like sending your firstborn off to college: a mix of pride, panic, and the sudden...
stephenbodwell
Aug 194 min read


Insurance Check-Up: Protect Your Future and Avoid Financial Surprises
Imagine this: You're sitting down for your annual financial check-up, coffee in hand, expecting to breeze through the process. But then,...
stephenbodwell
Aug 44 min read


When a Parent Passes Away: What to Do (and What Not to Forget)
When a parent passes away, the emotional weight can be overwhelming—but at some point, the practical tasks start piling up. Financial...
stephenbodwell
Jul 224 min read


Navigating Finances After the Loss of a Spouse
Losing a spouse is one of life's most profound transitions—one that brings an overwhelming mix of emotions, responsibilities, and...
stephenbodwell
Jul 114 min read


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
Jun 233 min read


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


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


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


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


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


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


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


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


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


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


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


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


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


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
bottom of page