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 | Aug 12, 2024 | Books, finance basics, Finance Books, finance tips, Financial Empowerment, Financial Stuff, Fun Stuff
For me as a total book lover, there’s nothing quite like diving headfirst into a fantastic book. I know many of you reading this may feel the same, but not always about financial books as many out there may lull you to sleep instead of spark joy. Hopefully, one of...
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 | 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 15, 2023 | Asking for a raise, Employer benefits, Fall Financial Tips, Finance, finance tips, financial plan, Financial Stuff, Open enrollment, Student loan, Student Loans, tax payments, tax planning, Tax withholding, Taxes
Head into spooky season by making sure you “leaf” your financial stress behind. As the end of the year approaches, it’s important to plan for the most expensive time in most Americans’ lives. Between back-to-school shopping, holiday preparations, and all the...
