Author archives: Melissa Brock

When your financial life gets complex, you might need a human on your side. Let’s find out why.

Need to broach the retirement savings conversation with a loved one? Don’t shrink back and say it’s “none of your business.” What you have to say coul…

Ready to take inflation into your own hands? (Things are so darn expensive right now!) Here’s how you can tackle it.

Received a large sum of money? After you finish celebrating, now what? Let’s walk through a few options.

Facing debt? Worse yet, facing roadblocks as you attempt to get out of debt? Here’s how to handle it.

Is asset allocation top of mind for you? We’ll explain how you can look at asset allocation and why it’s important in your portfolio.

Divorces increased do to the pandemic. If you’re headed for a major uncoupling, it’s to your advantage to know the implications it could have on your…

You’ve got financial goals, but have you ever put them in order of how you’ll tackle them? We’ll walk you through the process if you haven’t.

Have you heard of the Rule of 72? It’s a basic formula that every investor should have at the ready. See why you should figure out how the rule of 72…

Ever heard of money mapping? Nope, you’ve probably just heard about budgeting. Learn about what it is and why you want to do it.