Loose Change
Loose Change
Talking about your finances can seem overwhelming, confusing, and even boring. The good news? We get it. We know you are unique, and we believe you deserve a different approach to thinking about and managing your financial life. If you are going through a life transition or want to better understand your financial journey, our CERTIFIED FINANCIAL PLANNER™s are here to help clarify the path and bring you peace of mind.
featured posts
Are I Bonds a Good Idea?
Many of you have read Lucy’s blog about I Bonds, and we’ve been answering lots of questions about...
Should I Pay or Should I Go?
Recently, we have been fielding many questions about whether it is more prudent to use excess cash...
Investors and the Terrible, Horrible, No Good, Very Bad Quarter
It has been a rough start to 2022, and as quarter numbers are finalized, they are just confirming...
Over and Out
This election season has been a challenge, driving Crush to binge on chips… However, with the...
It’s Fall Y’all
October is my favorite time to live in Virginia…I know we take our knocks when it comes to the...
Reader Mailbag
Every time we send out the weekly blog email, we invite our readers to send ideas for future posts...
Splitsville
With Apple and Tesla completing their stock splits last Friday, we’ve been talking to lots of...
Adulting, deferred
When the world stopped in March with the arrival of COVID-19, we got a small reprieve from the...