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 | 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 1, 2023 | Contributions, Credit, Credit Score, estate planning, finance basics, finance tips, Financial Stuff, Health Savings Account, LGBTQIA+ financial planning, Marriage Penalty, partner and money, partnership and finances, Relationships and finances, savings, Social Security, Student loan, Student Loans, Taxes
Here comes the bride…and more taxes and negative financial impacts?! Maybe. As unromantic as this may sound, marriage at its base level is the single most serious business contract you will ever engage in that has both legal and tax implications. There are a lot of...
