As we approach the summer months, there has been a barrage of negative economic news: persistent inflation, high oil prices, negative business and consumer sentiment. These macroeconomic issues have pushed markets into negative territory for 2022.

This is a question we get fairly frequently and our answer is always yes (assuming you have an emergency fund set aside, your debt is paid off, etc.), so hear us out on this one.

Wondering why we are so adamant about getting you into investing asap? It’s because of the power of investing early and compound interest. Here’s a hypothetical example of two people who started investing at different times in life and where their accounts ended up.

Check in on all of your accounts. This might seem obvious, but many of us are not in the habit of looking. It is important to know how much you have, in what type of account, and what that money is doing. Here are 6 types of accounts you should have and what to look for.

Happy Fall! Here are some of the economic highlights from the summer months of 2021. The delta variant, political gridlock, and inflation were the three key themes in the third quarter of 2021. Let’s break it down.

I wanted to share this because I know even for me, as someone working in financial services, I was overwhelmed by all the different types of financial advisors, planners, money managers, and coaches. Here’s a comprehensive breakdown of the world of financial advising for individuals and families, but keep in mind that there are tons of nuances.

Earlier this year, we talked about how to invest in gender equity and how this pandemic has had a disproportionately negative effect on women. With Texas’ anti-abortion law SB8 taking effect last week, it’s a good time to revisit gender equity and talk about the economics behind abortion access.

In our intro to achieving financial wellness, we suggest getting started with three things to reflect upon.

1. How do you feel about your current financial situation?

2. What are your life goals?

3. How does money fit into these goals?

Springtime is here and YOU can spring clean your finances. One of the easiest ways you can simplify your finances (and headaches) is to combine old 401ks from previous employers. Think of it like a transformer. One is great, but if you combine multiple together, that makes for a super powerful entity!

Having an emergency fund is a crucial part of your overall financial health. Let’s start with the basics, what is an emergency fund?

Welcome back to our blog series on how to be financially healthy! Now that you have a good handle on your expenses overall, let’s dive in a little deeper into one potentially big expense, DEBT. This may include student loans, mortgages, auto loans, and credit card debt aka consumer debt. Read on for 6 steps you can take to manage your debt.

Do you feel financially healthy? Wondering what that even means? Learn about how to get started in leading a financially healthy life.

Let’s play word association. When you think about money, what’s the first word that comes to your mind?