Erin Knodel & Matt Willig
Financial Coaches are ...
- partners with you and your family, or business partners, helping you navigate your relationship with money through all stages of your life
- interested in impacting your behaviors and habits with money, putting you on a positive trajectory to make you financially bulletproof
- specialists in making complex financial and life decisions easy to understand
We do the research for you. We ...
- focus on the whole person, family, household or business, providing education and coaching to enhance your life, relationships, and financial outcome
- help build confidence in knowing that you’re on the right path
- provide leadership in areas of finance and communication within your home
- help you embrace making changes in your lives to reach your objectives
Helpful Content
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
6 Steps to Rewire the Mind-Money Connection
People develop their relationship with money from a young age. Yet it is never too late to change a bad financial habit.
Financial Fixes: Get Out of the Minimum Payment Vortex
Find out how to pay off your credit cards and protect your paycheck so you can live more confidently.
Not Just Equal Pay, Equal Job Security
While this may feel like a golden age for the LGBTQ community—with the affirmation of marriage equality and a cultural shift embracing diversity—these successes may distract...
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Infographic: Women Are Financially Savvy
Women are financially savvy. Yet, there are still unique challenges working against women in retirement.
Women on the Rise
Explore the growing influence women wield over the economy with this handy infographic.
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Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
When the Unexpected Becomes Reality
Disability happens to more people, more often than you may think, and it lasts longer, too.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.