lifestyle | Gretchen Stangier, CFP®

Frugal February

We have all heard of No Shave November, March Madness, and Breast Cancer Awareness Month. All amazing month-long events in...

1 min

Retirement Planning, Money, Financial Planning, Personal Finance, Budget, Investment, Wealth, Business, Money Relationship, Debt, Lifestyle, Financial Security, Budgeting

Common Investing Questions -Definitions

You aren’t learning if you are not asking questions. We have found most people are afraid to ask us common...

1 min

Retirement Planning, Money, Personal Finance, Retirement Education, Financial Education, Investment, Wealth, financial literacy, Investing terms, mutual fund, ETF, Hedge Fund, Financial Terms, Financial Security, Budgeting, Retirement, Investing, Economy

Taxes on Your Investments: The Basics

You work hard for your money, and pay taxes on it. You manage to save and invest some — and...

8 mins

Retirement Planning, Money, Financial Planning, Personal Finance, Retirement Education, Financial Education, Taxes, Investment, Wealth, Small Business, financial literacy, Financial Plan, Financial Goals, Investing terms, Financial Security, Budgeting, Retirement, Investing, Economy

Financial Education: Benefits and Best Practices

Financial education is an essential skill that people need to fully participate in society.

2 mins

Money, Financial Planning, Personal Finance, Retirement Education, Financial Education, Credit, financial literacy, Financial Plan, Financial Goals, Education, Lifestyle, Financial Security, Budgeting, Retirement, Investing

Taxes on Your Investments: The Basics

You work hard for your money, and pay taxes on it. You manage to save and invest some — and...

8 mins

Retirement Planning, Money, Financial Planning, Personal Finance, Retirement Education, Financial Education, Taxes, Investment, Wealth, Small Business, financial literacy, Financial Plan, Financial Goals, Investing terms, Financial Security, Budgeting, Retirement, Investing, Economy

What Is the FIRE Movement?

As trends go, the FIRE movement is one of the hottest in personal finance. It’s been popularized by young workers...

5 mins

Retirement Planning, Money, Financial Planning, Personal Finance, Financial Education, Budget, Women and Investing, Investment, Wealth, financial literacy, Women and Finance, Lifestyle, Financial Security, Retirement, Investing

The Gray Divorce Checklist

If you’re over the age of 50 and seeking a divorce, there are some factors you should consider before signing...

1 min

Retirement Planning, Money, Personal Finance, Retirement Education, Financial Education, Budget, Taxes, Women and Investing, savings, Divorce, Women and Finance, Lifestyle, Financial Security, Budgeting, Retirement, Investing

Meal Planning As a Financial Tool

Sometimes there really are miracle cures. People tend to think that things that save them time and money will be...

3 mins

Money, Financial Planning, Financial Education, Budget, financial literacy, Meal Planning, savings, Healthy Living, Healthy Lifestyle, Lifestyle, Budgeting, Retirement, Investing