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The Ultimate Money Date Guide

By: Lillian Turner As a financial planner, one of the most common recommendations I make to couples is to conduct a regular “money date”. Discussing your finances (especially with a partner) can feel uncomfortable, emotional, and even a little scary. However, the more you normalize and share your feelings around

Genie in a Bottle: The True Power of the HSA

Lillian Turner  If you had three wishes, what would you wish for? Perhaps your wish would be for a fountain of youth, an endless supply of garlic bread, or a year long cruise around the world.  If I were magically given three wishes, I would probably ask for: A close

The Road Trip to Retirement

Lillian Turner Planning for retirement can seem like a daunting task. We live in a fast-paced world of uncertainty where the daily grind easily detracts from our focus on the future. For some of us, it may be difficult to picture that next phase of life – especially if you’re

Tips for Buying a New Car

Lillian Turner Purchasing a new vehicle can be a daunting task. With higher prices, higher demand, and higher interest rates, it’s important to go into the experience feeling prepared. After recently purchasing a new car (a 2024 Mazda CX-5!) I thought I’d share a few words of wisdom. Before You