Videos, Blog Posts and Resources | Open World Financial Life Planning

Please note: Throughout this article I reference two particular travel credit cards. As of the time of writing, they are the two…

The tax deadline is quickly approaching. A lot of questions are swirling around taxes this time of year. What will my refund…

A common question that financial planner’s get is “What makes a CERTIFIED FINANCIAL PLANNER™ different from a non-CFP®?” This question in particular…

Best laid plans, right? These days it seems like a storm is always on the horizon. No matter what your lived experience…

If you’re like me, you probably need time to reset each year. With spring and summer fast approaching, you may find yourself…

I’m writing this article as a reference for the future, because I get some version of this question a lot. It’s not…

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