New Year, New Financial You?
It’s all fun and games while the eggnog is flowing and the tinsel is still hung, but the post-holiday spending hangover can mean bad news for your financial situation if you don’t make adjustments in the new year. If the
What Does “Fee-Only” Mean?
You’ve hired a professional to provide services for you. Hopefully, you have some idea of what these services will cost. Most contractors, it’s said, will finish their work in twice the time and at twice the cost that’s quoted. But,
Happy Fall Y’all
Break out the calendars and flip the page to October – we’re officially ¾ of the way through 2021! Can you believe it?! Time to dig up those new years resolutions you made for the year and revisit your goals.
5 Reasons You Need a Health Savings Account
Imagine for a second that you had a little financial fairy godmother sitting on your shoulder, promising to save you money on your healthcare expenses and help lower your taxes all while helping you invest for retirement. It would seem
Why Is Taking Financial Risk Important?
No matter where you are on your financial journey, controlling your finances is one of the most important things you can do for your future. While it’s challenging to break the cycle of living paycheck-to-paycheck or find money to invest
Asset Classes
What is an asset class? An asset class is a group of similar kinds of investments. It’s a generalization, not a detailed description, and can help you understand and manage your investments at a high level. The four main asset
Emergency Fund 101
LIFE HAPPENS. Unfortunately, things can (and will) happen that seem to derail your plans or force you to hit the “reset button” when you least expect. While we certainly wouldn’t wish some of life’s unpredictable events on anyone, we know
The Best Things In Life Are Free, Plus Tax
This tax season has been really complicated due to all of the pandemic-related policy changes. But some people are being surprised by tax bills for a very simple reason: They aren’t having enough money withheld from their paychecks throughout the
Home Sweet Home
Buying your first home is considered one of the biggest milestones — in life as well as finances. It’s a big commitment, and there’s a good chance this will be the largest purchase you’ve made to date. If you are
What is a Roth IRA?
If the only thing you know about a Roth is that it rhymes with sloth …well, then this post is for you. So. Are you ready to find out what this Roth IRA thing is? It is a type