by Lori Eason | May 22, 2026 | Financial Planning
With summer around the corner, vacations are on everyone’s mind — and so is the question of how to pay for them. I’m headed to Canada next week and as I was planning, I remembered a trap I fell into our last international tip — foreign transaction fees. This led me...
by Jenny Thompson | May 7, 2026 | Financial Planning, Tax Planning
Hamlet’s famous soliloquy begins, “To be or not to be, that is the question.” As we approach retirement and think about what our “fourth quarter” will look like, many of us face a similar question: “To ‘trust’ or not to ‘trust’?” Retiring well can mean many things,...
by Jenny Thompson | Mar 2, 2026 | Financial Planning
I can hear my mom saying it now: “Don’t ever dive into a body of water if you can’t see the bottom.” She was right—ignoring that advice can have real consequences. Before diving, you assess the water: Is it clear or murky? Shallow or deep? Are there hidden obstacles...
by Lori Eason | Feb 2, 2026 | Economic, Financial Planning, Market Related
Lately, money market funds have been a great place to park cash temporarily. However, with the Fed easing rates, money market yields have started to trend lower. The current yield on the Schwab Value Advantage Money Market fund is 3.52%, down from 5.23% at this time...
by Jenny Thompson | Jan 5, 2026 | Financial Planning
A new year is a new beginning. Sure, we get a fresh start every morning, but January feels different—it carries that sense of possibility and momentum that makes us want to do things differently. You’ve probably heard plenty about new year’s resolutions...
by Jenny Thompson | Dec 1, 2025 | Financial Planning, Tax Planning
As we head into the holidays, many people start thinking not only about gifts for loved ones, but also about supporting the charities they care about. With new tax rules taking effect in 2026, this is a good time to revisit your giving strategy—especially if you...
