Did you know that while 3 out of 4 Americans say they have a monthly budget, over 80% admit they still overspend? How can that be, when most personal financial advice starts with budgeting as a foundation? Clearly, most people agree that having a budget is...
You’ve heard that death and taxes are the only things certain in life. But when you inherit a retirement account from a parent, you must deal with both. Inheritance involves emotional weight and financial complexity. It also may be a surprise windfall you hadn’t...
Confident Decisions with Clinton Miller, CFP® As part of our three rotating themes, June’s conversation returns to Confident Decisions with financial advisor Clinton Miller, CFP®. In the initial ‘Confident Decisions’ segment, Clinton discussed...
Money is loaded. As in, we load money with meaning. We ask ourselves: What does it mean about me if I purchase that? We judge others for their spending choices. We place a hierarchy for the “haves” and “have nots” It has a sharpness to it, right? Like a...