A Spending (AKA Budgeting) Plan That Actually Works In Real Life

A Spending (AKA Budgeting) Plan That Actually Works In Real Life

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...
What to teach your kid about money and finances as they head off into adulthood

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 taking a gap year, these steps will help them begin their journey...
What you need to know about the Secure 2.0 Act

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 inside the legislation and below are the provisions that will most likely...
🥳10 Financial New Year’s Resolutions for a Kickass 2023🥳

🥳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 year, pay attention to the financial cost or side effects that your goal...