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.
How does compound interest work?
6 common financial accounts you should have and what to look for
What are all the different types of financial advisors?
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.
Upgrading your money mindset
What Are Your Life Goals?
In our intro to achieving financial wellness, we suggest getting started with three things to reflect upon.
How do you feel about your current financial situation?
What are your life goals?
How does money fit into these goals?
401ks, maximize!
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!
How to Start Your Emergency Fund
How to Manage Your Debt
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.
How to be Financially Healthy (hint: start with your expenses)
7 Steps to Financial Wellness
The power of value aligned spending
Here's what the pros are saying
4 money moves to make right meow
Remember last week when we said we weren't worried about the market? Well that part is still true, but all the negative news surrounding coronavirus is starting to get to us. We want to channel this anxiety into something more productive. More on mental wellbeing at the bottom, but first things first, what to do right now to be proactive with your money.
What to do with that 50k sitting in your bank account
Give yourself a high-five! With a high bank account balance, you’ve already established an emergency fund. This also means that you are a champ at budgeting, saving, and living within your means. So what do you do with the money that’s in excess of your emergency fund? The simple answer, help your future self!
