Each year, our world becomes even more digital, and with it, this means there are more ways than ever to have your information, identity, and financial life hijacked on the internet. In this episode

Tax season is right around the corner! Are you prepared to prepare those returns? Tax filing deadlines can sneak up on us quickly, and make life a bit more stressful than it needs to be. In this episo

Whether its a big vacation, your insurance bills, or even the subscriptions to various services, Matt and Elliott share their thoughts on when it makes sense (or maybe doesnt) to prepay. In a world

Happy (almost anyways) New Year! As we all start looking ahead to 2025, many times it can feel like an opportunity to have a fresh start, make changes, or try to be a bit more proactive on a given h

**Episode 12 was also released today, dont forget to check out our conversation with Olivia Sharp on all things Home, Auto, and Liability Insurance** In this second edition of ME & MONEY for this wee

In this episode, were back with another special guest! This time, to talk about some real-life stories with Property and Casualty (Home, Auto, Umbrella, etc.) Insurances. Olivia dives deep into sever

Many times we see advertisements for how you can save money on your home, auto, and personal insurance. While most of us have these coverages, how do you know if you have enough? Is price the most i

In this episode, we welcome our first guest to the show! Tony Steuer, CLU, CPFFE joins us to talk a bit more about the nuance of Life Insurance, when it makes sense, and when it doesnt. Tony has a we

In this semi-breaking news episode of Me & Money, Matt and Elliott chat a bit about what the election results could mean for some of the larger planning topics in Personal Finance. While there are s

While we dont sell it, we believe insurance is an incredibly important aspect of a well-rounded financial plan. In our time working with clients, weve seen great plans, and some that leave us scratc