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...
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...
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...
🥳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...
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...
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...