IRA vs. Roth IRA
What is the difference between a traditional IRA and a Roth IRA?
Rainy Day Fund
A rainy day fund is a separate savings account that is smaller than your emergency fund.
Common Investing Questions
As a financial coaching firm, our goal is to be a source of information for all our clients. In our...
The Secure Act 2.0
Here is what you need to know about the Secure Act 2.0, RMDs, and how you could be affected.
Tax Planning
As we are nearing the end of the 2022 tax filing season, I am sure you are thinking the same...
How to Write a Financial Plan: The 30-Minute Financial Plan
Everyone should have a financial plan. With an exception for small children, so we’ll go with teenagers and on up....
What Is the FIRE Movement?
As trends go, the FIRE movement is one of the hottest in personal finance. It’s been popularized by young workers...
The Gray Divorce Checklist
If you’re over the age of 50 and seeking a divorce, there are some factors you should consider before signing...
Meal Planning As a Financial Tool
Sometimes there really are miracle cures. People tend to think that things that save them time and money will be...
Why You Shouldn’t Bank on a Tax Refund
Most people get excited at the thought of a potentially huge tax refund, often to the point that they make...
Why Embrace Personal Capitalism?
There’s a peculiar growing interest in socialism in the United States, despite the irrefutable fruits of capitalism. The express interest...