Category Archives: Guest Blog

Financial Planning and Divorce

Divorce can be one of the most challenging life events. It is an emotional time and can bring about significant changes. Among the many adjustments that follow divorce, achieving financial independence can be intimidating. However, with careful planning, customized strategies, and a positive mindset, it is possible to regain financial stability and independence post-divorce. Here… (read more)

What is a Certified Financial Planner?

Managing your personal finances can be stressful. Are you saving enough for retirement? Will you have enough set aside to help your kids with college expenses? Are you dealing with any debt? Are you confident about your current savings and investment decisions? There are subtleties, legalities, best practices, and changing rules that influence all of… (read more)

Six ways to use a 529 Savings Plan

May 29th is National 529 savings plan Day. What better time is there to showcase 529 savings plans, their tax benefits, and their many uses? Guest blogger, Nichole Coyle, CFP® CSLP®, breaks down what to know about a 529 savings plan and it’s uses.   What is a 529 savings plan? It’s a state-sponsored savings… (read more)

Tips for Your Student Loan Payment

College graduation can bring both excitement and anxiety for students gearing up for the next stage of life. Many are starting their professional careers with an overwhelming amount of debt and a burdensome monthly student loan payment. In this guest blog post from our friends at Ohio Credit Union League, you’ll get a picture of what some… (read more)

BNPL – Buy Now/Pay Later Risks & Alternatives

Buy now, pay later (BNPL) programs can be enticing for people who are short on cash and ready to make a purchase. These programs are low- or no-interest installment payment plans that some retailers – often online merchants – may offer at the time of purchase. They are increasingly popular in the travel and leisure… (read more)

2024 Tax Changes – Tips for Filing

For many people, filing a tax return each year is a dreaded chore. You acclimated to the previous year’s expectations – but what will 2024 tax changes bring? Filing needn’t be so stressful. A little preparation and knowledge can ensure you submit on time and take advantage of any credits and deductions that will lower… (read more)

10 Tips to Protect Seniors from Elder Financial Abuse

Preventing Elder Financial Abuse and Exploitation… In today’s guest blog, our friends from Ohio Credit Union League will break down 10 great tips to try and prevent elder financial abuse: The rise in elder financial abuse – defined by any sort of theft or scam that exploits vulnerabilities in a senior’s trust or capacity –… (read more)

Money Saving Tips for 2024

The new year can bring the promise of a fresh start. Many people make resolutions to eat healthier, work out more, or spend more time enjoying a hobby. Resolutions are promises we make to ourselves that will help improve our lives in some way. So, why not resolve to be more financially prepared in 2024?… (read more)

College Savings: Money Tips for College Students and their Parents

High School Seniors: Whether you are waiting to hear back from early decision entries or are still sending out applications, in less than a year, you’ll be arriving on campus for the first time. There’s a lot to plan for: class selection, dorm life needs, social clubs – and, of course, all of the particulars… (read more)

The Procrastinator’s Guide to Holiday Savings

Every year you promise to be better about holiday savings as November and December kick off a season. That means celebrating, family, feasting, and contrary to your plans…a lot of spending. The holidays are a chance to make memories, but this can also be a time of financial stress—especially if you wait until the last… (read more)