Consumer Blog

Good Financial Reads: How to Save for Retirement from Any Age
How to Combine Finances After Marriage (4 Key Steps)

How to Combine Finances After Marriage (4 Key Steps)

6.0 MIN READ

Are...

January 31, 2023/by XYPN Financial Experts
Good Financial Reads: How To Effectively Build & Use Your Savings for Emergencies and More
5 Steps to a Stronger Financial Plan

5 Steps to a Stronger Financial Plan

6.5 MIN READ

Most people...

January 24, 2023/by XYPN Financial Experts
Good Financial Reads: Estate Planning: How To Care for Your Loved Ones When You’re Unable To

Good Financial Reads: Estate Planning: How To Care for Your Loved Ones When You’re Unable To

The In’s and Out’s of Estate Planning –...

January 20, 2023/by XYPN Financial Experts
How Much Umbrella Insurance Do I Need?

How Much Umbrella Insurance Do I Need?

11.0 MIN READ

Umbrella...

January 17, 2023/by XYPN Financial Experts
Good Financial Reads: How To Make an Effective Financial Plan: Important Principles To Remember

Good Financial Reads: How To Make an Effective Financial Plan: Important Principles To Remember

3 Steps to Turn Financial Goals into an...

January 13, 2023/by XYPN Financial Experts
What to Know About Your First Dental Associate Job

What to Know About Your First Dental Associate Job

7.5 MIN READ

There are...

January 10, 2023/by XYPN Financial Experts
Good Financial Reads: Retirement Topics Made Easy: What Is Early Retirement, Self-Directed, and Consolidation?

Good Financial Reads: Retirement Topics Made Easy: What Is Early Retirement, Self-Directed, and Consolidation?

How To Make A Retirement Income...

January 06, 2023/by XYPN Financial Experts
Planning for

Planning for "DIY" Work Sabbaticals (and Convincing Yourself to Take One)

7.0 MIN READ

Anyone here...

January 03, 2023/by XYPN Financial Experts
Good Financial Reads: How to Boost ROI with Equity Compensation: Direct, ESPPs, ESOPs, NSOs, or ISOs

Good Financial Reads: How to Boost ROI with Equity Compensation: Direct, ESPPs, ESOPs, NSOs, or ISOs

How Family Businesses Can Encourage...

December 23, 2022/by XYPN Financial Experts
How Long to Keep Financial Documents: Some Guidelines

How Long to Keep Financial Documents: Some Guidelines

11.5 MIN READ

Are you...

December 20, 2022/by XYPN Financial Experts
Good Financial Reads: Stress-Free Financial Planning

Good Financial Reads: Stress-Free Financial Planning

Five Ways to Lower Anxiety in a...

December 16, 2022/by XYPN Financial Experts
Should You Refinance Your Mortgage?

Should You Refinance Your Mortgage?

6.0 MIN READ

Over the...

December 13, 2022/by XYPN Financial Experts
Good Financial Reads: Year-End Advice & Gifting That Saves on Taxes

Good Financial Reads: Year-End Advice & Gifting That Saves on Taxes

A Roundup of End-of-Year Financial...

December 09, 2022/by XYPN Financial Experts
How to Choose Beneficiaries with Taxes in Mind

How to Choose Beneficiaries with Taxes in Mind

15.0 MIN READ

Unlike most...

December 06, 2022/by XYPN Financial Experts
Good Financial Reads: Navigating Financial Challenges & Upheavals

Good Financial Reads: Navigating Financial Challenges & Upheavals

Lessons from Tech Industry Failures:...

December 01, 2022/by XYPN Financial Experts
Feel Financially Stuck? Here’s Why—and How to Move Forward

Feel Financially Stuck? Here’s Why—and How to Move Forward

9.5 MIN READ

As financial...

November 29, 2022/by XYPN Financial Experts
Good Financial Reads: Student Financial Aid: Everything You Want to Know From Applying to Forgiveness

Good Financial Reads: Student Financial Aid: Everything You Want to Know From Applying to Forgiveness

Managing Student Loans When You're Over...

November 25, 2022/by XYPN Financial Experts
What to Do When You Become a Trustee

What to Do When You Become a Trustee

6.0 MIN READ

...

November 22, 2022/by XYPN Financial Experts
Good Financial Reads: Financial Planning Advice for Beginners

Good Financial Reads: Financial Planning Advice for Beginners

How Big Should My Emergency Fund Be?

by...

November 18, 2022/by XYPN Financial Experts