Hannah Sledd, CFP

01/31/2022

Your retirement plan is vital in helping young employees save for their future. The 2021 Principal® Super Saver Survey is here, and we’re seeing the emergence of the Gen Z super saver. Discover how you can modernize your plan design to help the next generation of employees save more.

A few simple updates can help modernize your employer-sponsored retirement plan in preparation for the new generation of workers.

01/27/2022

Divorce. It's not easy. Make the transition as smooth as possible with a step-by-step list that can help you move forward financially.

Figuring out post-divorce finances can be challenging but focusing on the basics and tackling important paperwork can help you start.

01/25/2022

Losing a spouse can be overwhelming—emotionally and financially. This financial checklist can help you figure out what to do next.

Working through this list can help you figure out what to do when your spouse dies.

01/21/2022

Talking about money as a family is important. And yet it can be quite difficult. Here are some practical tips that can help.

Mixing family and money can be difficult and emotional—but it’s inevitable. Here’s help for beginning (and continuing) family finance talks.

01/19/2022

Generational wealth. It sounds complex and can look different for everyone. How to build it doesn't have to be.

Building wealth, whatever it looks like, and leaving it to the people we love—it’s a goal many of us share. Here’s how to pass your financial legacy from one generation to the next.

01/17/2022

In honor of Martin Luther King Jr. Day, we are enjoying a day off to reflect and celebrate. As Dr. King himself said, "Life's most persistent and urgent question is: What are you doing for others?"

01/17/2022

Looking for some fun and effective ways to teach kids about money? Here are some ideas for every age.

Good money habits start early in your kids’ lives. Here’s how to help teach your kids about money.

01/14/2022

Facing a budget shortfall and unsure if it's time to use emergency funds? This decision tree can help.

You’ve spent months or years building up your emergency funds. But when is it the right time to use them? These questions can help you decide.

01/11/2022

Here's a great basic rundown of the types of taxes most people pay and insights on how some may be in your control. (So you could have more money in your wallet!)

Taxes impact the national, state, and local economic outlook—and your pocketbook.

01/06/2022

Are you a straight arrow? A thrill seeker? An individualist? Knowing your investor personality helps define a savings path you feel good about. This 5-question quiz is a fun way to find out. And there's not a single investment question included!

Everyday behaviors can be a window to your personality. They may even indicate what kind of investor you are. Take this quiz to find out.

01/03/2022

There's a lot to unpack when it comes to interest rates. Here's a great starting point that covers what rates are AND how they impact your budget.

Interest rates directly impact what it costs you to borrow money, and what you earn when you save.