Are You Prepared to Be an Empty Nester?
As children prepare to leave home for college or embark on their own careers, parents are steadily moving toward a major transition of their own—becoming empty nesters. Whether raising a single child or a whole brood, transitioning from a full house to an empty one is a significant change that deserves thoughtful preparation to ease […]
Beat Investment Anxiety: How to Stay Calm in Volatile Markets
If you’re cautious about investing or hesitant to increase your commitment due to risk and fear, you’re not alone. Market fluctuations can cause anxiety, even for the most experienced investors. Seeing the value of your investments dip, even temporarily, can be unsettling, no matter the size of your portfolio or your financial expertise. A healthy […]
Overcoming Negativity Bias in Your Personal Finance Journey
If you’ve been feeling more pessimistic lately, you’re not alone. Even the most optimistic among us are noticing an air of doom and gloom. Many people feel the other shoe is about to drop, whether it’s the next pandemic, social unrest, political upheaval, supply chain disruption, or economic decline. The media constantly reminds us that […]
Relocating for Family: A Parent’s Guide to Making the Right Choice
Becoming a parent fundamentally transforms how you view the world. Suddenly, your needs and desires are intertwined with what’s best for your child, steering your goals and priorities in new, often unexpected directions. This shift can feel both exhilarating and daunting, as every decision, particularly choosing where to live and raise your children, carries greater […]
Mastering the Basics of Money Management
Understanding the essentials of managing your finances is one of the most beneficial steps you can take for yourself and your loved ones. Many people believe that financial confidence only comes with wealth or pursuing financial independence. However, the truth is that financial anxiety spans all income levels, and true confidence is addressed through effective […]
Unlocking Your Home’s Potential: Benefits and Risks of Home Equity Lines of Credit (HELOCs)
Owning a home isn’t just a milestone in life; it’s also a valuable asset that can support you financially in various ways. Among these, a Home Equity Line of Credit (HELOC) presents a flexible option for homeowners needing extra funds. While it’s common to hear warnings about the risks of borrowing against your home, deciding […]
How to Wrap Up Your Taxes With Confidence and Prepare for Next Year
Every year, as tax season approaches, we’re given an opportunity to improve our financial planning and take control of our obligations. We set intentions to be more organized, prepared, and proactive, ensuring that we optimize our tax responsibilities. While the deadlines may seem daunting, they serve as reminders to prioritize our financial well-being. If you’ve […]
How to Raise Financially Savvy Kids: Budgeting, Saving & Money Talks
Teaching your children about money is one of the most important lessons you’ll ever share with your children. While the best things in life may be free, it takes money to provide for, protect, nurture, and enjoy time with those who matter most. Setting a healthy financial foundation for your kids equips them to enter […]
Creating a Shared Financial Vision: Having the Money Talk with Your Partner
If talking about money with your partner stresses you out, you’re not alone. Many couples avoid the topic altogether because opening up about finances can be uncomfortable. Sharing the details of your income, debt, assets (or lack thereof), spending habits, and more may leave you feeling vulnerable, especially if you fear judgment, shame, or the […]
Moving into the New Year
In this episode of the Rhode Show, Rob joined host Will Gilbert to share some different opportunities to help you get the new year of savings off right. The start of the year is an opportune moment to begin with positive steps. Topics Discussed: Evaluating Investments Revising Beneficiary Details Allocating Funds to Savings The opinions […]