In this episode of Mitten Money, Will and Kevin tackle some of the financial questions clients may be hesitant to ask their advisors. They discuss responsible credit card use, managing debt, evaluating portfolio performance, and how couples can approach joint and separate finances.

The conversation also covers adjusting investment strategies as retirement approaches and the considerations that go into paying off a mortgage. They dive into estate planning, gifting during your lifetime, and how parents can balance helping their children with funding college while protecting their own financial future.

Throughout the episode, they reinforce that there is no one-size-fits-all answer when it comes to financial decisions. Understanding your goals, risk tolerance, and long-term plan is key to making confident financial choices.

Comments made are not to be considered endorsements of Tri-Star Trust or its employees. All viewpoints expressed herein belong solely to the commentators, whether or not they are employees or clients, and remain uninfluenced and uncompensated by Tri-Star Trust or any of its affiliates.

This episode of Mitten Money explores one of the biggest financial decisions many people face: renting versus buying a home. Will and Kevin discuss the hidden costs of homeownership, including maintenance, repairs, property taxes, insurance, closing costs, and the time commitment that comes with owning a home.

They also explain why buying isn't always the best financial move, especially if you expect to move within a few years or aren't prepared for unexpected expenses. The conversation emphasizes that there is no one-size-fits-all answer and encourages listeners to weigh both the financial and lifestyle factors before making a decision.

Comments made are not to be considered endorsements of Tri-Star Trust or its employees. All viewpoints expressed herein belong solely to the commentators, whether or not they are employees or clients, and remain uninfluenced and uncompensated by Tri-Star Trust or any of its affiliates.

In this episode of Mitten Money, Kevin & Relationship Manager Mason Sarosi discuss an important question: Are you using your money the way you intended? While saving and investing are key to financial success, they explain why true financial planning is about finding the balance between preparing for the future and enjoying life today.

Through real client experiences, they explore the challenges of both overspending and being too afraid to spend after years of disciplined saving. The conversation highlights how a personalized financial plan can provide the confidence to make meaningful financial decisions, whether that's traveling with family, helping loved ones, or investing in experiences that improve quality of life.

Comments made are not to be considered endorsements of Tri-Star Trust or its employees. All viewpoints expressed herein belong solely to the commentators, whether or not they are employees or clients, and remain uninfluenced and uncompensated by Tri-Star Trust or any of its affiliates.