Category:
Freelance / Business Owner
November 23, 2021

Freelancing Advice from a Financial Planner: Getting Started

Events
October 8, 2021

Money Mastery Crash Course

Events
August 24, 2021

Live the Rich Life: Event Series

Budgets, Planning
Graphic that Reads "Information and Free Resources from Us to You"
April 28, 2020

SBFP Resources and Information Hub for Young Adults, Freelancers and Business Owners

Press
Deposit Accounts Logo
April 21, 2020

Banking 101: How to Start Saving Money

Press
Herald Tribune Logo
April 21, 2020

5 Do’s and Don’ts of Repaying Your Personal Loan Early

Press
Fatherly Logo
April 21, 2020

How to Model Family Spending During the Covid-19 Pandemic

Press
Financial Advisor IQ Logo
April 21, 2020

Follow Your Own Advice, Say Top Advisors In New Year’s Resolutions

Press
Financial Planning Logo
April 21, 2020

How to Help Clients Pay Less for College

Budgets, Investments, Planning, Saving, Wealth
March 12, 2020

What does Financial Independence Mean to You?

Press
Meghan and Harry
March 5, 2020

Meghan Markle and Prince Harry want to be financially independent — here’s what that means

Press
Market Watch Logo
March 5, 2020

‘Being objective is incredibly hard’: top financial advisers reveal their strategies for 2020

Press
Think Advisor Logo
March 5, 2020

Advisors’ Advice: 10 Biggest Tax Mistakes Clients Make

Press
Fabric Logo
March 5, 2020

How to Teach Delayed Gratification to Kids

Press
CNN Business
March 5, 2020

Talking about money improves marriage satisfaction. So why don’t we do it?

Budgets, College, Debt, Planning, retirement, Saving
Woman in green jacket celebrating with confetti
August 29, 2019

5 Steps to Financial Success

Planning, retirement, Saving
Question marks
August 29, 2019

What the Heck are 401(k)s, HSAs, and Other Confusions

Budgets, College, Debt, Planning, retirement, Saving
Two Female Identifying College Students
August 29, 2019

How I started Adulting

Budgets, Planning, Wealth
Counting change
February 8, 2019

3 Spending Best Practices to Help You Feel Less Uncomfortable with Your Financial Situation

Planning, retirement, Saving, Wealth
Go Get 'Em Mug
February 1, 2019

What’s Holding You Back? – A Reflection on Financial Success

Budgets, Planning, Saving
Two people holding a piggy bank
January 25, 2019

3 Kinds of Savings Accounts to Simply Your Life

Budgets, Saving
Money growing in the dirt
January 18, 2019

Are You Ready to Start Saving Money?

Press
XYPN Radio Logo
July 30, 2017

XYPN Ep #210: Taking Over the Family Business – The Career of Tara Unverzagt

Accounting, Investments, Wealth
Fireworks
January 3, 2017

Safety First – Preventing Identity Theft

Planning, retirement
Stethescope and Piggy Bank with a Bandaid on it
August 7, 2016

Think about Medicare BEFORE turning 65

Investments, Planning, Portfolios, retirement, Stocks, Wealth
Butterfly
July 18, 2016

Index funds are safe, right?

Budgets, Planning, retirement, Wealth
Woman Riding a Bicycle
July 5, 2016

I Want a Carefree Retirement

Budgets, Investments, Planning, Portfolios, retirement, Stocks, Wealth
Blonde Woman at Hair Salon
June 22, 2016

What About RoboAdvisors?

Estate Planning, Planning, retirement, Wealth
Bike Race
May 10, 2016

Plan to Win

Estate Planning, Planning, Taxes
Family photo consisting of mother, father and three grown children
April 6, 2016

What happens when you’re gone?

Investments, Planning, Portfolios, retirement, Wealth
roller coaster
March 22, 2016

Why Are Interest Rates So Low?

Taxes
Chalkboard that reads "taxes" and has a drawing of a piggy bank
March 21, 2016

How to Save at Tax Time

Accounting, Planning, retirement, Taxes
Llyod house
March 11, 2016

Sold Your Home? Now What?

Investments, Portfolios
State of Louisiana Bond
February 21, 2016

The Bond Case

Investments, Planning
Glass Building on IIT Campus
February 19, 2016

What’s up with 529 plans?

Planning
Group of Girl Scouts with their Girl Scout Cookies
January 26, 2016

Financial Planning Girl Scout Style

Stocks
Stock Market Bull vs Bear Graphic
January 17, 2016

The Crazy Stock Market

Budgets, Planning
Bubble Gum in a Bubble Gum Machine
December 18, 2015

Saving Your Bubble Gum Money