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 | 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...
by Corey Beal | Jul 22, 2022 | estate planning, Finance, Finance Industry, finance tips, financial plan, Financial Services, Financial Stuff, health insurance benefits, hourly financial planning, Investing, LGBTQIA+, LGBTQIA+ financial planning, Money Values, portfolio, Random, Retirement, savings, tax payments, tax planning, Taxes, Values, woman owned
I remember exactly where I was and how I felt on June 26, 2015 when the Supreme Court delivered their ruling in Obergefell v. Hodges that “same-sex couples may exercise the fundamental right to marry”. Joy, freedom, happiness, and so many more emotions coursed through...
by Corey Beal | May 27, 2022 | Books, Finance Books, financial plan, Financial Stuff, Fun Stuff, Investing, Money Values, Random, Retirement, Taxes, Values
I absolutely love getting lost in a book and so many others I work with are also total book lovers. There are quite a plethora of finance books out there and it’s easy to get overwhelmed and not know where to start or begin and hopefully this list helps whittle...
