Episode 079 Bill Walters
January 5, 2026
No Comments
In this insightful episode of The One Small Change Podcast, Yvonne McCoy welcomes Bill Walters to explore the intersection of
Blog
Our Blog
Financial Planning for Dual-Income Families: Smarter Strategies for Shared Goals
December 29, 2025
No Comments
Summary:Dual-income families can tap into long-term financial security by embracing family financial planning. Ranging from goal alignment, budgeting, and investing,
When Should Parents of Children with Disabilities Start Estate Planning
December 29, 2025
No Comments
Summary: Parents of children with disabilities often face lifelong planning responsibilities that extend far beyond traditional timelines. Early estate planning
7 Strategies Financial Experts Use for Blended Family Financial Planning
December 23, 2025
No Comments
The picture of modern families is nowadays very different from the traditional ones, and the process of making financial decisions
How Do Blended Families Manage Shared Finances Effectively
November 27, 2025
No Comments
Summary: Blended families face special financial challenges, but they need to implement clear-cut plans to manage shared finances. The use
5 Tips That Help Blended Families Stay On Track with Bills and Savings
November 25, 2025
No Comments
Summary: Blended families can be financially successful if they are willing to be transparent, set goals together, budget, automate, and
Let’s set up a time to talk. I promise there’ll be no sales pitches, just a conversation. And if I can help you with what you need and where you want to be, we’ll go on from there. If not, I should be able to refer you to someone who can.