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Blog

Two yellow balloons with smiley faces on them
Casey Hande | Jun 13, 2022

Are Emotions Controlling Your Personal Finances?

Finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
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Two people having a picnic by a lake
Casey Hande | May 13, 2022

How do I Start Planning for Retirement?

Retirement
If you haven't started planning for retirement yet, it's not too late.
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Elderly woman doing yoga in a park
Casey Hande | Apr 13, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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Hands holding a small wrapped present
Casey Hande | Mar 13, 2022

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
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Two older businesspeople looking at a tablet screen
Casey Hande | Feb 13, 2022

Why Financial Professionals Are Still Important

Finance
Robo Advisors
With the popularity of robo-advisors, are financial professionals still necessary?
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An elderly man and woman sitting together. They have their backs to the camera and are looking out at a vineyard.
Casey Hande | Jan 13, 2022

Financing Long-Term Care: Your Options Explained

Health
It's not always pleasant to think about the possibility of needing long-term care, but it's a necessary part of getting older.
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Elderly man and woman laughing. The man is holding a map, and the woman is wearing a backpack. They look like they are travelling.
Casey Hande | Dec 13, 2021

Living the Dream How to Plan for Your Ideal Retirement

Retirement
The most important thing about retirement is that you have the time, money, and space to do what makes you happy.
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Man and woman shaking hands over a desk. On the desk is a laptop and a coffee cup.
Casey Hande | Nov 13, 2021

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Finance
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
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Happy couple sitting in a park with their dog
Casey Hande | Oct 13, 2021

Financial Management for Couples: When a Spender and a Saver Fall in Love

Finance
Relationships can be filled with tricky financial situations. Here are some tips on navigating money management as a team.
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man using a laptop
Casey Hande | Sep 13, 2021

Understanding Exchange-Traded Funds

Finance

Thinking about where to invest your money can be overwhelming and confusing, especially for those who are unfamiliar with all options for investing. If you’d

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side view of a car
Casey Hande | Aug 13, 2021

How to Finance Your Dream Car

Finance

Car ownership is necessary for many of us to get around, especially for those who live far from public transportation. While you may choose to drive something

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Man with glasses leaning against a wall
Casey Hande | Jul 13, 2021

Common Investor Biases and How They Can Impact Your Finances

Investments
No matter how you invest, you may have biases that are impacting your decisions. Are you affected by one of these common biases?
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