Crafting a family mission statement can be a meaningful way for your family to come together and agree on a set of values that you feel define your family and the ones you each want to live out every day.

After a brief hiatus in 2020, required minimum distributions (RMDs) made their re-appearance for 2021. Here's what you need to know.

A financial plan isn’t a ‘nice-to-have; it’s a ‘must-have,’ especially for professional athletes. Most athletes are recruited at young ages and retire younger than the average person, making creating financial plans and setting goals much more important. You need a solid game plan to ensure that you can accomplish your short-term and long-term goals.

Sometimes it can be challenging to come up with the money on the spot, so we turn to family and loved ones. Financially supporting loved ones is a kind gesture, but it can get messy, especially if you don’t set proper boundaries and expectations.

Money boundaries are guidelines you put in place to balance your relationship with your finances and yourself and your loved ones. Setting money boundaries can bring more richness and fulfillment to your financial life.

When looking at your financial goals, if you’re asking “this or that,” you’re likely cutting yourself off from important connections and opportunities.