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B.I.G. Blog Posts


How Can Delaware Educators Secure a Comfortable Retirement?
Teaching is a calling—one that comes with unique challenges and rewards. But when it comes to retirement planning, Delaware educators...
Tessa MacDonald
13 minutes ago


Financial Planning for Delaware's Agricultural Community
Farming is more than just a career; for many in Delaware, it’s a way of life passed down through generations. However, the realities of...
Tessa MacDonald
4 days ago


Fiduciary vs. Non-Fiduciary Financial Advisors – Why It Matters for Your Financial Future
When it comes to your financial future, picking the right advisor is like choosing the captain for your life’s biggest voyage. But here’s...
Tessa MacDonald
Apr 8


Fee-Only vs. Fee-Based Financial Advisors – Which is Right for You?
When it comes to securing your financial future, choosing the right financial advisor is one of the most important decisions you’ll make....
Tessa MacDonald
Apr 4


Estate Planning Tips for Delaware Families
Estate planning might not be the most exciting part of managing your finances, but it's one of the most important—especially for Delaware...
Tessa MacDonald
Mar 31


A Guide to Healthcare Costs in Retirement in Delaware
Retirement is supposed to be the time to relax, pursue your passions, and enjoy the life you've worked so hard to build. But for many...
Tessa MacDonald
Mar 27


Is Delaware's Shoreline Right for Your Retirement?
When you imagine your retirement, does it include the sound of waves crashing, long walks on sandy beaches, or evenings spent enjoying a...
Tessa MacDonald
Jan 14


Managing and Budgeting Your Money for a Secure Retirement
Retirement is an exciting chapter—you’ve probably spent years dreaming about it. But as it gets closer, one thing becomes super...
Tessa MacDonald
Jan 14


Should You Pay Off Your Mortgage Before Retirement? Pros and Cons Explained by Financial Expert
Retirement—what a word! It brings up a mix of excitement and a bit of anxiety, right? You get to look forward to all that freedom and...
Tessa MacDonald
Jan 14


The 411 on 401(k)s: How to Maximize Your Employer-Sponsored Retirement Plan
Retirement might feel like a lifetime away, but making smart moves now can set you up for financial freedom later. When it comes to...
Tessa MacDonald
Jan 14


Financial Planning When Caring for Parents and Children
Life sure knows how to throw us some curveballs, right? Especially when you’re juggling the needs of both your kids and aging parents....
Tessa MacDonald
Jan 14


Preparing for the Unexpected With Insurance in Retirement Planning
As you approach retirement, planning for financial security is probably top of mind. You’ve worked hard to build your nest egg, and...
Tessa MacDonald
Jan 14


Charitable Giving Strategies for Delaware Residents
Charitable giving is more than just a way to make a positive impact on the world—it’s also a powerful financial planning tool. Whether...
Tessa MacDonald
Jan 14


Tax-Smart Retirement Strategies for Delaware Residents
Retirement should be all about enjoying the fruits of your labor, but dealing with taxes can get tricky. Luckily, if you’re in Delaware,...
Tessa MacDonald
Nov 26, 2024


Financial Planning, Challenges, and Strategies for Delaware Women
When it comes to  financial planning , women in Delaware face unique challenges that require tailored solutions. From wage gaps to...
Tessa MacDonald
Nov 22, 2024


Common Financial Mistakes to Avoid at Every Life Stage
Making financial decisions is just part of life’s journey, but it’s easy to stumble into some traps along the way. Whether you’re kicking...
Tessa MacDonald
Nov 18, 2024


Alternative Retirement Lifestyles in Delaware
Retirement is a time to finally enjoy the fruits of your labor and live life on your own terms. But as you approach this milestone, you...
Tessa MacDonald
Nov 11, 2024

Is It Time for a Financial Checkup? 5 Signs You Need Professional Guidance
Your financial health is just as important as your physical well-being. Just like you schedule regular doctor visits, an annual financial...
Tessa MacDonald
Oct 15, 2024

Estate Planning Essentials for Delaware Residents
Planning for the future is something we all need to consider, but  estate planning  often feels overwhelming. That's why here at  ...
Tessa MacDonald
Oct 11, 2024

A Guide to Planning Your Future Needs in Delaware
Planning for the future is one of the most important steps you can take to secure your financial well-being and peace of mind–especially...
Tessa MacDonald
Oct 8, 2024
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