• Your Financial Foundation: Small Tweaks, Big Results!

    How strong is your Financial Foundation? Our personal-finance lives are made up of a few key areas of day-to-day money management: Income, Spending, Savings and Debt.  If you’re finding it’s hard to meet your financial goals, or to get clarity on what is going on with your money, it’s worth taking a look at each…

  • Money Mindset: How Do You Want to Feel About Your Money This Year?

    Happy New Year! Right now is obviously a time rife with New Year’s Resolutions..so let’s play along by setting some money goals of our own, but use our feelings as our motivators! Forbes just released a study in which 38% of Americans said leveling up their finances in 2024 is one of their biggest priorities.…

  • Money Mindset: A 2023 Review!

    As we’re wrapping up another year, here’s an opportunity to reflect on how this year played out for us and our money! Take a moment to think back on both the financial highs and lows over this last year. By identifying what you want more of, and what you want to leave behind, you can get…

  • Closing Out 2023: Your Year-End Money Moves!

    It’s time to close out 2023 (!!!) and with that comes some money moves and/or opportunities for review! Read below for a few time-sensitive checklist items you may need to take advantage of right now! Reminder: not tax advice, just some friendly financial literacy. Spend Your Flex Spending Accounts (FSA): Here is a refresher on…

  • Money Mindset: Four Actions to Expand Your Capacity for Calm!

    Last week, we touched on the physiological responses in the body that might fire up when we’re triggered around any stressor–including our money!. We talked about what that might look and feel like, and some mindfulness tools we might use to navigate our way back to calm whenever we’re feeling like we might need to…

  • Money Mindset: How to Feel Better by Becoming Better Feeler’s!

    Last week we talked about identifying how our outcomes with money come to be—whether good or bad, based on the way we feel and think about our circumstances. Specifically, chain reactions showcased in a well-regarded framework called “The Model” suggest that we experience the following: Circumstance–>Thought–>Feeling–>Behavior–>Outcome. This is important because we have a direct pathway…

  • Money Mindset: Going Beyond Gratitude

    As Thanksgiving approaches, it’s that time of year where reflecting and being grateful for all that we have flows over. AND, what if we could go beyond what we have and conjure up what we want, using a new framework to stimulate the brain? It’s been a while since we touched on Money Mindset as a topic. I strongly…

  • Getting Started Investing: Some Common Terminology!

    We’ve talked about the different types of investment accounts one might choose, and the importance of getting started now rather than later. Once you do start dabbling in investing (whoo-hoo! go, you!) you may come up against some terms that might sound completely foreign. There is a belief that this is all done on purpose…

  • Getting Started Investing: What Might NOT Investing Cost Me Over Time?

    We discussed the different types of Investment Accounts, along with their pro’s & con’s. If you’re still on the fence about whether or not you want to dabble in investing, let’s take a look at the flipside: what we miss out on when we do not invest our money! Again, not investing advice; this is…

  • Getting Started Investing: Understanding the Basics!

    If you’re feeling overwhelmed by investing, you’re certainly not alone..it’s almost as if it’s designed to be confusing and therefore we must all either (a)pay someone a lot of money to either explain it to us or manage it for us, or (b)be left out of the investment world all together, missing out on potentially…