Financial Planning Archives

May 20, 2026

NIL Financial Planning Guide for College Athletes and Families

Name, image, and likeness (NIL) income has changed what it means to be a college athlete. For some athletes, NIL

April 8, 2026

What Taxes Do College Athletes Pay on NIL Income?

NIL income can be exciting for college athletes and families, but it also introduces a tax responsibility many students have

March 25, 2026

Quarterly Taxes for NIL Income

Many college athletes earning NIL income are surprised to learn that taxes may need to be paid during the year,

March 9, 2026

Protect Your Identity From Financial Fraud

Identity theft remains one of the most persistent financial risks facing individuals today. Recent data found that more than 1.1 million identity theft complaints are reported to U.S. authorities each year, and Americans lose nearly $47 billion annually to identity fraud and scams—underscoring how widespread and costly this problem remains. These incidents range from credit card fraud and account takeovers to tax fraud and new-account scams.

February 10, 2026

What to Do After the Loss of a Loved One: A Practical Financial Checklist

Losing a loved one is a stressful transition. The added pressure of having to settle their estate and organize their finances can be overwhelming.

Should children receive allowance chores dishwashing

January 22, 2026

Should Children Receive an Allowance?

Through the years, various theories have been put forth and argued regarding financial allowances for children. But two approaches seem to have emerged and become the “norms” over the past decade.

Choosing fiduciary financial advisor meeting

January 14, 2026

Choosing a Fiduciary Financial Advisor

Learn how to choose a fiduciary financial advisor and what to consider when evaluating experience, fees, and planning approach.

January 6, 2026

Financial Caregiving for Aging Parents

Financial caregiving focuses on helping manage money and financial responsibilities, especially as circumstances change over time. Planning for this type of support before it’s urgently needed can help protect independence, reduce stress, and lower the risk of financial mistakes or exploitation.

January 1, 2026

Welcoming a Baby: Financial Planning Basics

Welcoming a new baby into your family is one of life’s most meaningful milestones. It brings excitement, anticipation, and a long list of decisions — from nursery paint colors to pediatricians. In the middle of it all, financial planning may not feel like the most joyful part of the process. But taking a few thoughtful steps early on can help create stability and peace of mind as your family grows.