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Articles

Nicole Cole | May 25, 2023

Paws and Effect - The annual cost of pet ownership and how to reduce costs

Finance
Lifestyle

There’s a good reason there are 73.8 million pet cats and 89.7 million dogs in America. With wagging tails, slobbery kisses, and little whiskers that make for

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Top-down image of a woman sitting at a cluttered desk. She's holding her head and looking down.
Nicole Cole | May 25, 2023

4 Tips for Minimizing Financial Anxiety

Finance
Lifestyle
Here are some things to consider if your financial anxiety is keeping you up at night.
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Image of two hands against a white background. One of the hands is passing a black paper heart to the other one
Nicole Cole | May 25, 2023

Informed Donating

Lifestyle
Family
If you’re planning on making some end-of-year charitable donations, there are a few questions to ask yourself first.
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A row of houses along a canal
Nicole Cole | May 25, 2023

Retiring Abroad

Retirement
Lifestyle
Spending your retirement years in a new country can be exciting, so long as you're prepared.
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Parent reading a book to their newborn child
Nicole Cole | May 25, 2023

What does "Wealth" Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
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401k financial planning setup with money and pen
Nicole Cole | May 25, 2023

Choosing Between a 401(k) and IRA in 2026

Investments
401(k) vs. IRA in 2026: Get updated contribution limits, SECURE 2.0 Roth catch-up changes, and a clear comparison to choose the right retirement strategy. 
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Businesswoman looking at her phone
Nicole Cole | May 25, 2023

The Pros and Cons of Investment Apps

Investments
Technology
Not all investing apps are equal, and depending on your goals it may be better to work with a financial professional instead of an algorithm.
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Man sitting at a long table in front of a window. He is looking at his phone.
Nicole Cole | May 25, 2023

Passive Income Investments: How to Make Your Money Work for You

Investments
Savings
Looking to potentially increase your income without working extra hours? A passive income investment may bring you closer to your wealth-building goals.
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Toddler standing at the bottom of a stone staircase
Nicole Cole | May 25, 2023

Investment Strategy: Where You Are Now vs. Where You're Headed

Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.
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A person holding a smartphone. On the phone screen is a series of charts and graphs showing an investment's performance.
Nicole Cole | May 25, 2023

Understanding Your True Risk Tolerance

Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
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An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.
Nicole Cole | May 25, 2023

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
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Tablet on a table with a coffee cup. On the tablet screen is several charts and graphs
Nicole Cole | May 25, 2023

The Basics of Keeping a Balanced Investment Portfolio

Investments
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
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