Major life events are great times to get personalized financial advice. Emily & Amanda believe that ongoing quality financial advice can have a greater impact than merely seeking advice for one-off events. There is a big difference between getting the advice and actually implementing it.

Holiday season is upon us. Unfortunately, it's also a time where we see a significant increase in financial frauds. Emily & Amanda discuss some common frauds they see when working with clients. They also provide tips on how to prevent and stop them in advance. We wish you a joyous, scam-free holiday with your family and friends.

It's Halloween season, so Emily & Amanda take this opportunity to discuss personal finances of one of their favorite scary movie tropes - haunted houses. Topics Covered: Inspection and appraisal, Check your insurance coverage, What if your spouse is the one to inherit? and Lessons from The Shining!

The seasons are changing which means it's time to tackle those year-end financial tasks. Amanda & Emily talk tax planning, retirement planning, budgeting, and what to expect for the rest of 2024. What's on your to-do list before we hit 2025?

Emily & Amanda discuss how the recent Fed rate cut may impact your personal finances. They suggest considering the rate cut in context before making any changes to your financial plan.

All year, Wall Street has been practically chomping at the bit for lower rates, while Fed Chair Powell has continually urged a more steadied, cautious approach to lowering rates. Now, it seems to be around the corner, as Powell signaled at his last press conference. In this episode, Amanda and David discuss the potential impacts of the pending Fed rate cut - expected on September 18.