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B.I.G. Blog Posts


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


How to Find a Financial Planner in Delaware You Can Trust
Yes, you might have a general idea of what you want to achieve – a comfortable retirement , a dream vacation, or a perfect college fund...
Tessa MacDonald
Oct 1, 2024


The Emotional Side of Retirement Planning
Retirement is often seen as the ultimate goal in our financial journey, a time to relax and enjoy the fruits of our labor. However, ...
Tessa MacDonald
Sep 30, 2024


Financial Planning for Delaware's Small Business Owners
Running a small business in Delaware can be both rewarding and challenging. As a small business owner, you wear many hats and juggle...
Tessa MacDonald
Sep 26, 2024


7 Strategies for Maximizing Social Security Benefits in Delaware
Retirement is a time we all dream about. Visions of lazy days on the beach or finally tackling that hobby you never had time for dance...
Tessa MacDonald
Sep 23, 2024


Why Retirement Planning Begins Earlier Than You Think
When you hear “ retirement planning ,” you might envision a grey-haired version of yourself, diligently sifting through financial...
Tessa MacDonald
Aug 13, 2024


Retirement Planning Checklist for Delaware Residents
Are you dreaming of sunny days on the beach, indulging in a new hobby, or finally catching up on that reading list? Retirement should be...
Tessa MacDonald
Aug 13, 2024


Discover Dover-Specific Financial Planning Considerations
Dreaming of a charming, historic town with a vibrant community and easy access to all the best Delaware offers? Then Dover might just be...
Tessa MacDonald
Aug 13, 2024


A Guide to Retirement Planning Services in Dover, Delaware
Let's explore retirement planning, its benefits, and the services available in Dover, Delaware and beyond.
Tessa MacDonald
Apr 16, 2024


Tips to Finding the Best Retirement Planning Advisor Near You
Retirement is a significant season of life, and ensuring financial security during this period requires careful planning. Whether you're...
Tessa MacDonald
Mar 20, 2024


Tips to Finding the Best Certified Financial Planner in Dover, DE
When it comes to your personal finances, you want to make sure they are in safe hands. Seeking the guidance of a financial advisor can be...
Tessa MacDonald
Feb 29, 2024
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