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 | Apr 6, 2025 | estate planning, Finance, finance tips, financial plan, LGBTQIA+, LGBTQIA+ financial planning, Relationships and finances
As a fellow rainbow card-carrying member of the LGBTQIA+ club, the last few months have been really heavy. To turn on the news and wonder what new fresh hell those in power will think of to attack and take away rights from those in the community is not the reality I...
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 | Feb 9, 2024 | Behavior, Budget and Spending Plan, Budgeting, Budgeting Apps, Emergency Fund, Finance, finance basics, finance date night, finance tips, Financial Stuff, Goal Setting, Monarch Money, money date night, partner and money, Relationships and finances, savings, YNAB
How do you feel when you hear the word budget? Most people we speak with physically recoil, admit they hate it and don’t want to do it, and have other adverse reactions. This makes sense as most often what comes to mind is restriction, not being able to do what you...
by Corey Beal | Dec 19, 2023 | Employer benefits, Finance, finance basics, finance tips, financial plan, health insurance benefits, Health Insurance HSA vs. PPO, Health Savings Account, HSA, Open enrollment, PPO
What are your options for health insurance? Whether it’s time for open enrollment via your employer, you’re starting a new job, or buying your own policy, picking the right health insurance plan for your needs is a decision that has many financial implications. It’s...
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...
