Jordan

How to Navigate Financial Conversations with Chosen Family For many in the LGBTQ+ community, family isn’t always defined by biology. Chosen family, the people you trust, rely on, and love most, often step into roles traditionally reserved for blood relatives. But when it comes to money, legal documents, and planning for the future, systems are…

Representation in the financial world matters. For Black investors, entrepreneurs, and families, working with a Black financial adviser can offer more than shared culture, it can mean culturally aware advice, trust-building, and a clearer path to long-term wealth. But how do you find the right adviser for you? Why Representation Matters Systemic disparities in income,…

Happy FinTip Tuesday! Most financial tips focus on how to spend less. But what about spending well, especially when it comes to something you can’t earn back? That’s right, we’re talking about time. The Time vs. Money Tradeoff (and How to Make It Work for You) Research shows that people who value time over money…

It’s FinTip Tuesday, and as summer approaches, the allure of a getaway grows stronger. But how can you enjoy a memorable vacation without the financial stress? Let’s explore some smart strategies (backed by behavioral insights) to help you travel wisely. Mindful Spending: The “Pain of Paying” and other mental traps Ever notice how handing over…

Happy #FinTipTuesday! Graduation season is here, and with diplomas in hand, many new grads are stepping into exciting new chapters filled with opportunities, decisions… and, yes, financial responsibilities. Whether you’re a new graduate yourself or a proud parent cheering from the sidelines, a little planning now can make a big difference later. Getting your financial…