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16 Nov 2023 Mint Alternatives: Making Cents of the Options

Posted at 14:00h in The Friday Brief by Daniel Logan, CFP®

By now you have likely heard the news that Mint, the well-known budgeting app, is discontinuing at the end of the year. Part of it will be rolled into Credit Karma (owned by Intuit), but most of the budgeting features will cease to exist. It...

19 Oct 2023 The Lessons of the Crowd

Posted at 17:40h in The Friday Brief by Daniel Logan, CFP®

I recently visited Boone, NC and was able to make a trip to Grandfather Mountain where I enjoyed taking in the beauty of Fall. As I was admiring the changing leaves, I walked past a car in the parking lot that had a "ROBNHD" license...

14 Sep 2023 The Liturgy of Financial Planning

Posted at 18:41h in The Friday Brief by Daniel Logan, CFP®

One of my favorite books is The Liturgy of the Ordinary by Tish Harrison Warren. In her book, Warren discusses how many of the most mundane tasks and routines we do daily can carry a more profound meaning. I often think of this idea of liturgy...