by Corey Beal | Feb 5, 2026 | Aligning dollars, charitable contributions, charitable donations, Contributions, Divestment, Finance, finance tips, financial plan, Financial Stuff, Investing, Joy as a form of resistance, Making your dollars count, Money as Resistance, Values aligned finance
Hey there, beautiful soul✨. If the current political and social landscape has you oscillating between rage-scrolling, grief, and “how is this real life,” you’re not alone. In moments like these, many of us are asking the same question: What can I actually do? Here’s...
by Corey Beal | Mar 29, 2024 | 529 plan, 529 plan to Roth IRA, college funding, College planning, Contributions, Finance, finance basics, finance tips, Financial Stuff, Investing, kids and finances, kids and money, Roth IRA, Secure 2.0 Act
The 529 College Savings Plan is a state-sponsored savings strategy designed to encourage saving for future education costs. You can contribute to any state-sponsored plan and it may be advantageous to do so due to other plans lower fees and investment choices. The...
by Corey Beal | Nov 6, 2023 | 2023 taxes, charitable contributions, charitable donations, college funding, Contributions, Finance, finance tips, financial plan, Financial Resolution, Financial Services, Financial Stuff, Health Savings Account, HSA, rebalance, Retirement, Roth IRA, tax loss harvesting, tax payments, tax planning, tax prep, Tax withholding, Taxes, Year-End Tax Planning
The days are getting shorter, but your to-do list around the holidays is probably getting longer. While it can be a crazy (and magical) time of the year, it is also the most crucial time to plan for your 2023 tax filing. Why? Because there are a lot of decisions and...
by Corey Beal | Sep 1, 2023 | Contributions, Credit, Credit Score, estate planning, finance basics, finance tips, Financial Stuff, Health Savings Account, LGBTQIA+ financial planning, Marriage Penalty, partner and money, partnership and finances, Relationships and finances, savings, Social Security, Student loan, Student Loans, Taxes
Here comes the bride…and more taxes and negative financial impacts?! Maybe. As unromantic as this may sound, marriage at its base level is the single most serious business contract you will ever engage in that has both legal and tax implications. There are a lot of...
by Corey Beal | Mar 7, 2023 | Books, Budgeting, college funding, College planning, Contributions, Credit, Credit Bureaus, Credit Score, Emergency Fund, Finance, finance basics, Finance Books, Finance Industry, finance tips, financial plan, Financial Stuff, Goal Setting, Investing, Kids finances, Kids money, Money Values, Random, Retirement, Roth IRA, savings, Student Aid, Student loan, Student Loans, Teen finances, Teens and money
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...
by Corey Beal | Jan 23, 2023 | 2022 taxes, college funding, College planning, Contributions, Emergency Fund, Finance, finance tips, Financial Stuff, Required Minimum Distribution (RMD), Retirement, Roth IRA, savings, Secure 2.0 Act, Student Loans, Taxes
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...
