On Wednesday, March 12, 2025, we hosted our first-ever Indianapolis-based Women’s Financial Book Club. It was a brave new beginning to connect with women in a new geographic location.
Moving soon? Here's a comprehensive checklist to help you remember all the places to change your address to avoid missing any crucial updates.
The following financial fairy tale demonstrates different ways that individuals can react to inheritance, but ultimately a disciplined approach to money management is the best defense against the huffing and puffing from the wolves of Wall Street.
Relationships change over the years, and you may have forgotten to review your beneficiaries in light of new planning goals. A periodic review will help keep your beneficiary designations in alignment with your overall estate planning goals.
Educate your friends and family about the red, yellow, and green flags when selecting a financial advisor. Teach others how to avoid bad financial advice by recognizing these key warning signs.
Discover how Grandpa Moneybags helps Keith navigate the financial realities of dog ownership, teaching valuable lessons about responsibility and budgeting.
In this Grandpa Moneybags story, Charlie receives unpleasant news about his 13-year-old grandson. What should parents and grandparents do when they catch their children stealing?
During a Spring Break visit, Grandpa Moneybags introduces his grandsons to the concept of real estate investing over a game of Monopoly. He also shares tips from his late wife, Elizabeth aka Grandma Moneybags.
Grandpa Moneybags receives a letter from his grandson asking for advice about a pivotal decision with significant financial and emotional implications. Will Keith receive the answer he is looking for?
The recent surge in the S&P 500 and the subsequent media attention have amplified fear and greed among investors, leading to conflicting emotions regarding the high prices of stocks. What should you do?