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Category Archive for "Uncategorized"

Regular Questions to Ask and Answer

Jun 01 2023

I was sharing in another blog post about my friend’s question about what financial things she should have separate from her spouse.…

The Lessons of the LastPass Hack

Mar 10 2023

March 10, 2023 As a fan and long-time user of LastPass, I was alarmed by the latest LastPass hack. But what exactly…

Why You Need a Password Vault

Feb 16 2023

If you’re still keeping your passwords on a sticky note or a spreadsheet, it’s time to upgrade to the 21st century, my…

Financial Things You Should Start and Stop Doing Right Now

Jan 27 2023

February 7, 2023 When it comes to managing your financial life, it’s easy to get caught up in the day-to-day and lose…

Rising Interest Rates Can Be a Good Thing for Your Portfolio

Nov 09 2022

November 9, 2022 By Jessica Lanning, JD CFP® The most commonly owned asset — a bond — is also the most misunderstood…

Top Strategies for Avoiding Overspending When You Get an Extra Windfall

Oct 18 2022

October 18, 2022 By Jessica Lanning, JD CFP® It’s always a great feeling when you get a little bit of extra money,…

Reverse Mortgages: A Great Tool for the Right Situation

Oct 04 2022

  October 3, 2022 By Jessica Lanning, JD, CFP® Reverse mortgages are a great way for homeowners over the age of 62…

What Your 60-year-old Self Wants Your 20-, 30-, and 40-something Self To Know

Sep 16 2022

September 16, 2022 What Your 60-year-old Self Wants Your 20-, 30-, and 40-something Self To Know (Common Mistakes That You Can Fix…

Why Avoiding Investment Potholes Matter

Sep 02 2022

September 2, 2022 Ask your average person on the street this question: If your investment loses 50% of its value, what rate…

The Ultimate Guide to Household Document Storage: What To Keep, How Long, and Why

Aug 15 2022

August 2022   By Jessica Lanning, JD, CFP®   If you’re like most people, you have a lot of documents lying around…

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