What to teach your kid about money and finances as they head off into adulthood

Your kid is going off into the real world and there are some crucial things that they need to do to set themselves up for financial success. Whether they’re starting a career, going to college, or taking a gap year, these steps will help them begin their journey...

What You Need To Know About Your Credit (plus a helpful to-do list!):

Credit is a necessary part of your financial life and unfortunately, it is a little complicated for absolutely no reason. Having a great credit score can make your life so much easier and save you thousands of dollars. Your credit score will determine the loans you...

What you need to know about the Secure 2.0 Act

On 12/30/22 the Secure 2.0 Act was signed into law with the intention to strengthen the retirement system and help more Americans save and plan for retirement. There are hundreds of provisions inside the legislation and below are the provisions that will most likely...

🥳10 Financial New Year’s Resolutions for a Kickass 2023🥳

The new year is a magical time because it can create so much momentum for us to shed the past and start fresh in every area of our lives. As you are setting your goals and intentions for the new year, pay attention to the financial cost or side effects that your goal...

WTH is a Roth IRA conversion and does it make sense for you?

What is a Roth IRA conversion? A Roth IRA conversion is a strategy to help you save money on taxes (if done correctly) in the long run. A conversion moves pre-tax dollars from your retirement accounts such as a 401(k) or IRA into a Roth IRA. The amount that you...

Year-end financial planning tips so you can be a financial badass!

As the end of the year approaches, it is time to finish up your last-minute financial to-do’s. Here is a list of things that you should consider as you wrap up the year so that you can leave 2022 feeling like a financial badass. Review this list now as many deadlines...

Lions and Tigers and Bears, Oh My! What to do when all you hear and see about the stock market and economy shouts fear, panic, and more…

Yesterday (11/10/22) happened to be the best day in the stock market since 2020! The U.S. stock market (S&P 500) rose 4.8%, International stocks surged 5%, and publicly-traded REITs increased by more than 6%. Did you hear much about this? I am guessing not as the...

What the hell is going on with Student Loans?

Note: Extended Public Service Loan Forgiveness Waiver ends October 31, 2022!! Time-limited changes to the public service loan forgiveness program allow borrowers to qualify for forgiveness during time periods they did not previously qualify.  If you have worked in a...

Finding the Right Financial Planner for You: Fiduciary, Fees, and Focus

According to the Bureau of Labor Statistics (BLS), there are 275,200 financial advisors across the United States. How are you supposed to find one that values integrity, works in your best interest, and works holistically to help you with more than just your...

Financial Planning for the LGBTQIA+ Community During Uncertain Legal Times

I remember exactly where I was and how I felt on June 26, 2015 when the Supreme Court delivered their ruling in Obergefell v. Hodges that “same-sex couples may exercise the fundamental right to marry”. Joy, freedom, happiness, and so many more emotions coursed through...
6 Tips to Empower Your Summer Finances

6 Tips to Empower Your Summer Finances

Woohoo, it’s officially summer!!! Summertime is when most people I know tend to travel more, get together with friends, play, and do many other things they typically don’t do throughout the year....

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