Explore the financial and personal considerations involved in moving across the country. Riley discusses the financial preparation and planning that went into his recent move from Boulder, CO to Bend,

What's your legal name — and how can you update it if you've legally changed it? Learn the answers and why name consistency matters in your financial life. Plus, check out

In honor of Halloween: three quick financial horror stories from Regina's life, showing you that even financial planners make mistakes. If they can recover from them, you can overcome missteps,

Welcome to our new website! As you get acquainted with our new online home, let us be your guide on the grand tour, from your client portal to our all-new

How do you keep your online and physical data safe? Learn the importance of physical data security in the online age, how it relates to your financial life, and how

When you’ve been saving for a goal, actually spending what you’ve saved can be tough — but overspending can be equally difficult. Learn how to find balance through planning to

From childcare to college and more, many financial plans involve planning for children. But for individuals and couples without children, financial planning requires a different approach. Learn about key considerations