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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 28, 20254 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 14, 20255 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 4, 20253 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 16, 20254 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 28, 20254 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 17, 20253 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 1, 20255 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 20, 20253 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 6, 20254 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


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


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


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


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


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


Unlocking Hidden Wealth: Maximizing Your Company Benefits
Maximizing your financial potential shouldn't only be about careful budgeting and investing. A vital piece of the puzzle is often...
stephenbodwell
Sep 16, 20243 min read


What is Umbrella Insurance, and Why Might You Need It?
Also known as a personal liability policy (PLP) or personal liability umbrella policy (PLUP), Umbrella insurance covers claims in excess...
stephenbodwell
Sep 3, 20243 min read


Understanding Your Credit Score: A Key to Financial Empowerment
“Glass, china, and reputation are easily cracked, and never well mended – Ben Franklin. Trust plays a fundamental role in credit...
stephenbodwell
Aug 19, 20243 min read


Planning your Finances for a Career Change
Navigating the choppy waters of a career change can often feel equal parts exhilarating and intimidating. The promise of new...
stephenbodwell
Jun 24, 20244 min read
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