How to Use Your 401(k) to Retire Early
Because of the rules and requirements around 401(k)s, most people don’t think of this retirement plan as a useful tool when they’re on a mission to retire early. But failing…
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Feel Financially Stuck? Here’s Why—and How to Move Forward
As financial planners, we hear all sorts of reasons about why people’s finances are the way they are… especially when they seem financially stuck. People always have a reason, an…
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Financial Planning To-Dos for Expecting Parents
Having a baby or adding more children to the family is a big decision – and there are some major financial implications to this life milestone. Consider taking care of…
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Life After Debt: What’s Next After Debt Freedom
One core tenant of building wealth is to gain control over your cash flow. By keeping your expenses in check while growing your income, you create financial power—because that gap…
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Build an Emergency Fund: 5 Questions to Consider As...
To build an emergency fund sounds simple when you first think about it: An emergency fund is nothing more than money you set aside for a rainy day. The intention…
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Leasing vs Buying a New Car: Which Option Is...
If you need to buy a new car, you might wonder about the financially optimal way to go: is leasing vs buying a new car better? In the past, the…
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Our Considerations When Financially Preparing for Kids
Are you financially preparing for kids? Starting a family is a big decision – financially and otherwise. There’s a lot to consider when it’s time to make this choice. As…
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Suffering from Job Burnout? How to Prevent Your Career...
It happens to all of us from time to time. You get down. You feel tired. You’re overworked and overwhelmed. Dealing with work stress is something we all experience —…
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Money Is a Tool, So Stop Treating It as...
“I want more money.” “I need to save more money.” “I wish I had more money.” I hear these phrases all the time — and I’ve been guilty of saying…
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