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  • Color Your Way to Calm: A Mindful Break with a Money Twist
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Keep It in the Family: How to Pass on Money and Assets to Family Members

By Saundra Davis
Father wearing a rolled up button up white long sleeve smiles as he does arts and crafts with his two kids at the table

Creating a plan for how you will pass on money or other assets (anything you own) is called estate planning. Many people think that if they don’t have a lot of money or assets (like homes, cars, and jewelry), they don’t have an “estate.” But the fact is we all have an estate. How you…

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Ready to Start Investing? 6 Tips for Avoiding Scams

By Saundra Davis
Black and white picture of Wall Street in New York City

You’ve worked hard to get where you are financially, and investing might seem like the next step. But sometimes the financial landscape (and especially the internet) is like the Wild West. Let’s go through some tips to have in mind and common pitfalls to watch out for when you start investing. Know Your “Why” With…

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