-
Your Taxes: Quick Math! How Much Might You Owe this Year?
Key Takeaways Start with what you know. Look at last year’s tax situation as your guide—if not much has changed in your life, you can expect similar results. This simple step can ease anxiety and help you feel more prepared as tax season approaches. Understanding your tax bracket empowers you. By calculating your taxable income,…
-
2 New Ways to Get a Handle on Your Money This Year–That Stick!
Key Takeaways When it comes to facing your money-goals this year, begin with sustainable and bite-sized steps. Identify one financial priority, break it down into a tiny first step, and schedule it like an important appointment. This gentle and intentional approach helps you build momentum without burning out. Take care of you by “paying yourself…
-
Ever Feel Like Money is Slipping Through Your Fingers? 4 Areas You Might be Spending Unintentionally!
Have you ever felt like you should have more in your checking account? Where is your money actually going?! Intentionality is huge when gaining clarity around, and feeling good about, our spending. Read below for a few places to look… Lack of Awareness: In personal finance, we’re all for automation. It really works to “set-it…
-
Feeling Powerless? How to Intentionally Use What You Actually Have—for Good!
Feeling a little overwhelmed, perhaps? Experiencing repetitive bouts of news-whiplash? Or, how about feeling hopeless around how you can actually break through all of the noise and make a difference in the direction of positivity? First, give yourself a break. Accept the situation that we are all being flooded with unreasonable amounts of new and…
-
Prepping Your Taxes: Are You Ready?!
It’s that time of year again..you may have seen your W-2 in the mail recently (it and 1099’s were due to you by Jan 31!) signaling that the countdown to file tax year 2024 has begun! It’s tricky, we file in 2025, but all of the information you are responsible for gathering took place in 2024.…
-
Recovering from Holiday Overspending: How to Make a Pay-off Plan You Can Stick To!
Have you noticed that January can seem EXPENSIVE! Why so? Because we’re receiving so many charges made in December; mainly: holiday gifts and experiences! What comes up for you when you open a bill from the holidays? If you experience some buyer’s remorse, you are not alone. You might even be feeling some regret. One…
-
Making Life Easier to Pay For in 2025: What You Can Do Now to Set Yourself Up!
As we’re nearing the end of the year, let’s take a look at how you can strategize your Savings this final quarter in order to to make life easier in 2025! Read below for some advice developing your new Savings Plan, and by putting in the work little by little, until year end, optimize for…
-
Interest Rate Cuts: What Does This Mean for My Savings Goals?
You probably heard that interest rates are finally starting to tick downward or, more accurately, have ticked downward once recently, with the assumption that more cuts will follow by the end of the year. What do these adjustments mean to your Savings Goals? Read below for what’s up with “The Fed”, and what you can expect to happen…
-
Celebrating Independence! How Financially Independent are You?
Hoping everyone had a fun, safe and healthy 4th of July! Along with celebrating our National Independence, how about touching on the importance of becoming financially independent?! There are many reasons that financial independence is crucial to living a balanced, autonomous and functional life. Below, we will explore a couple of those relating to living debt-free and our…
-
How Can I Maximize My Tax Refund? Reducing Debt vs. Investing vs. Boosting Savings!
The average tax refund this year was over $3k, and that has increased from last year! That is some impactful money! What did you, or will you do, with yours? If you are interested in making the greatest impact, read below for a few guidelines around whether to pay off debt, invest, or put your…
