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 | Sep 2, 2025 | Federal legislation, One Big Beautiful Bill Act (OBBBA), Tax Cuts and Jobs Act 2017
What It Means for Your Wealth, Health, and Financial Future Hey there, beautiful soul! If you have been wanting a quick summary on The One Big Ugly Bill signed by President Trump on July 4, 2025, read on. If you would rather avoid it because of the dumpster fire that...
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 | Nov 23, 2022 | charitable contributions, college funding, College planning, Finance, finance tips, Financial Stuff, FSA, health insurance benefits, HSA, Investing, portfolio, Required Minimum Distribution (RMD), Retirement, Roth IRA, savings, tax loss harvesting, tax payments, tax planning, Year end financial planning tips
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...
