Author's articles

Losing a Parent: A Checklist and Timeline of the Financial Aspects to Address
By Michelle Francis · 9 months ago
The Overwhelm of Losing a Parent Dealing with the death of a parent is profound, emotional, and overwhelming. It can feel like your list of things to do, from notifying friends and family to making ...
How to Avoid Lifestyle Creep: Try this 50/50 Rule for Saving & Spending
By Michelle Francis · 9 months ago
So You Got a Raise (or Promotion or Job Offer): Now What? I’ve had clients ask me what they should do when they’re rewarded for their hard work with a nice bonus, a raise or ...
(Money) Date Night: Why You Need One and 5 Topics to Discuss
By Michelle Francis · 9 months ago
Money is one of the top stressors for long-term couples. And it’s a topic that makes many couples uncomfortable, whether they’ve just started dating or have been in a long-term relationship or married for years. ...