Choosing a Fee-Only Financial Advisor in 2025
Key things to look for when choosing or assessing a financial advisor.
Renting vs. Buying a Home in 2025
Are you considering whether to rent or buy a home this year? Here’s how to make a good decision. I use the Boise, Idaho market as an example, but the principles below apply anywhere in the United States.
Retirement Planning For Federal Employees: How to Start and Quick Reference Guide
How to start retirement planning as a federal employee, with a downloadable Quick Reference Guide
Break in Case of an Emergency: What to do to Help Loved Ones if You Manage Your Family’s Finances
You may have managed your family’s finances and investments throughout your life. Do you have a plan for what happens when you become unable to do so? Is your spouse or other loved one equipped to do what you have been doing?
2025 Open Enrollment Season in Idaho
It’s benefits open enrollment time for employees. Here are a few tips on what to think about as you go through the process.
What to do as Interest Rates Change
As fall settles in, the Federal Reserve has started lowering interest rates. Savers should be proactive. Here's how.
Letting the Garden Grow: PERSI Base Plan Accounts
Learn what your account balance in Idaho’s public employee pension plan, PERSI, means.