How can you make saving money easier? Trick yourself into it! We break it down into simple steps you can use to automagically increase your savings — and make reaching your goals a real treat.

If your filing cabinet is bigger than your computer, your filing cabinet is too big. Let us show you how you can turn your paper clutter into digital documents that are easy to save, search, and send — whether you own scanning hardware or not.

The U.S. government passed a $2 trillion bill, the CARES Act, to lessen the economic impacts of COVID-19 by distributing funds to individuals, small businesses, and more. Learn what the bill could mean for you and how you can plan your finances accordingly during this historic time.

If you think you have to be rich or close to retirement to work with a financial planner, think again. I’ll dispel some industry falsities — and share some truths that could help you on your path to financial independence.

Hoping to stack up money wins on the way to your comfortable future? A modern financial planning approach could be the tool you need. With your financial playbook in hand and your coach by your side, it could help you add Ws to your financial record.

You know that planning for your financial future is important; that’s why you’re considering working — or have already chosen to work — with a financial planner. But almost everyone in the industry has his or her own list of questions you should ask. And if you’ve had a relationship with your financial planner for a while, don’t you have all the answers already?

What does 2020 have in store for you? With a new decade on the horizon, let go of your financial past and make money-related resolutions you can actually accomplish (without burning out).

With 26 provisions due to go into effect Jan. 1, 2020, are you ready for the what the SECURE Act could bring to you and your retirement savings? Learn what’s changing, how it could affect you, and more.

From accessibility to technology and more, financial planning has evolved over the years. This isn’t your parents’ financial planning. Learn what’s changed — even over the last couple of decades.