by Corey Beal | May 15, 2023 | Behavior, Budgeting, college funding, College planning, Credit, Credit Report, Credit Score, Finance, finance basics, finance tips, financial enmeshment, financial plan, Financial Stuff, kids and finances, kids and money, Kids finances, Kids money, Money Values, savings, Student Aid, Student loan, Student Loans, Teaching kids about money, Teen finances, Teens and money, Tracking Spending
If you think back to your childhood, can you remember the lessons, feelings, and beliefs you learned about money and finances? What is your first memory of money? Is it positive or negative? Did your parents struggle with money and did you know that? Was the topic of...
by Corey Beal | Apr 14, 2023 | Behavior, Budgeting, Finance, finance basics, finance date night, finance tips, financial infidelity, Financial Stuff, financial therapy, Goal Setting, Investing in self-care, Investing in yourself, money date night, money trauma, Money Values, partner and money, partnership and finances, Relationships and finances, Tracking Spending, Values
Let’s talk about finances, baby, let’s talk about you and me, let’s talk about all the magical things that money means (if you are an 80’s kid, you know the actual tune this should be sung to). Yay! The one topic most couples love to talk about is money and...
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 | Dec 6, 2022 | Behavior, Finance, finance tips, Financial Services, Financial Stuff, Required Minimum Distribution (RMD), Retirement, Roth IRA, Roth IRA conversion, savings, tax planning, Taxes
What is a Roth IRA conversion? A Roth IRA conversion is a strategy to help you save money on taxes (if done correctly) in the long run. A conversion moves pre-tax dollars from your retirement accounts such as a 401(k) or IRA into a Roth IRA. The amount that you...
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...
