• It’s Earth Day: Ensure Your Money Moves are Sustainable Too!

    Celebrating Earth Day this week, the focus is usually on reducing, re-using and upcycling in order to gain sustainability, and lessen negative environmental impact. What about ensuring our money management is sustainable? What behaviors can we employ that will have the biggest impact when it comes to our goals? How can we best set ourselves up for success…

  • Using Spring Energy to Get Going! Which Motivation Type Are You?

    Spring is here!  This is the time of year we can really draw from that new-growth energy in order to get a little extra motivation on our money-moves and meeting our goals! We often read about “Spring Cleaning”, right? Clearing out the clutter at home, getting our “financial house” in order, maybe, money-wise. This Spring,…

  • Financial Coach vs. Financial Advisor: Which is Right for Me?

    Raise your hand if you’ve ever felt like you could use some help figuring out your money! You are not alone! Where to turn?! Who can help?! Let’s distinguish between Financial Coach and Financial Advisor, and see which might be right for your needs. What Is a Financial Coach? Think of Financial Coaching as within…

  • It’s Tax Time: How Can I Owe Less?

    Last week we went over your Tax Filing Checklist in order to get organized for filing this year, but some people might also want to know..how can I lower my taxes? Read below for a few, and perhaps, lesser-known ways to lower your tax liability! As always, not tax advice—just some friendly financial literacy! If…

  • Financial Foundations: A Spending Freeze February Challenge!

    On a scale of 1 to 10, how prepared are you for “Worst Case Scenarios”? What if.. –>Your Car Breaks Down? –>You Loose Your Job? –>Someone in Your Household Can No Longer Work, or Needs Care? –>You Have an Unexpected Housing Expense? HerMoney recently quoted a study in which only 44% of Americans say they’d…

  • 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…

  • 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…

  • 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…