Financial Insights & Resources

Expert financial guidance, coaching insights, and practical tips to help you take control of your money.

Financial Education Is Not Enough: The Human Role in Modern Financial Advice

Financial education matters. It helps people understand basic concepts, ask better questions, and compareoptions with more confidence. But education alone does not solve the problem for many people. When someone

How to Answer a Debt Collection Call

If you receive a call from a debt collection agency, you might be unsure of whether or not you should answer. The Fair Debt Collection Practices Act

3 Effective Debt Consolidation Strategies to Know

Trying to find ways to get a handle on your debt? You might consider debt consolidation, a process that can simplify your debt and possibly lower

How to Pay Your Credit Card Balance Down Faster

Many of us were never taught how to manage credit cards or how they even work. Let’s start off with some basics before jumping into how to pay down

Ask a Trainer: What Cash Back Credit Card Should I Get?

So, you have a great credit score, your spending is under control, and you want to maximize your great score by getting into the habit of using cards that

How to Navigate Life’s Hard Questions During Open Enrollment

Open Enrollment season is upon us, and with it the yearly opportunity to make sure we’re taking advantage of all the workplace perks we are entitled to. This means

5 Things to do Before the Student Loan Payment Pause is Over

Last year, in an effort to help student loan borrowers through the financial crisis that COVID-19 brought upon us, the Federal Government suspended payments and interest accrual on most

Ask a Trainer: I’m a woman living in Texas and I am terrified by the new SB 8 law. What would this mean for me financially?

I’m so sorry that you are dealing with this. Having to cope with unjust and unconstitutional violations of your right to choose should not happen to anyone, and we

Financially Naked: Trainer Edition with Jenny Harp

As a Trainer, I always ask my clients to track their spending. After all, it's hard to know how much you can save or invest if you don’t know

Message from the CEO – The Financial Gym Advisors’s Impact Report

Eight years ago, I delivered a pro-bono financial plan to a former co-worker; and after I had gone through all of her numbers with her, she said, “You know

Ask a trainer: I have a 401k loan and I’m leaving my job. How will this affect me?

Although they should only be used as a last resort, 401(k) loans can be a helpful tool to get you through a rough time or to help you contribute

Excuses Around Fitness Are Losing You Money

“I’m starting Monday!” Ahhhh… the age-old excuse for why you’re not in a fitness routine right now. We can put this excuse with “I don’t have time.” Let it

The Latest Updates on the Child Tax Credit

In May, our Certified Financial Trainer Tina wrote this helpful blog post to inform our clients and readers about this year’s unique Child Tax Credit and to

The Importance of Comparison Shopping for Insurance

For most of us, our first experience with insurance is buying car insurance to meet state laws or a lender’s requirement. But building a comprehensive insurance plan is an

Ask a Trainer: HELP! The World Reopened and My spending is Out of Control!

Rest assured, Financial Friend, you are not alone. Last weekend alone 3 meetings popped onto my calendar with descriptions like “Impending financial downfall,” “Save me from myself,” and “I

3 Money Myths: Uncovering Money Obstacles

Our guest blogger today is Derby Chukwudi. Derby is a contestant in the Miss New Jersey USA competition, and she is passionate about travel, education, reading, writing, and also

How I Left a Toxic Job and Discovered Financial Independence

I never thought of myself as being bad with money. I usually had an extra month or two of rent in the bank, I didn’t rack up charges on

Message from the CEO – Never Wanted to Sell Products

Over ten years ago now, I left a successful investment banking career to become a Financial Advisory at Merrill Lynch because I saw a tremendous need for diversity in

Ask a Trainer: How can I decide which type of reward credit card is most valuable for me?

Although it can seem counterintuitive at times, having and using credit cards are essential parts of optimal financial wellness. Not only do credit cards provide us with a temporary

4 Tips to Manage Your Money with ADHD

Getting financially fit can be challenging for anybody, but a lot of the steps towards building a healthy relationship with money can be more tough for those with Attention

Ask a Trainer: What is the Racial Wealth Gap and What Can We Do About it?

The basic facts of the racial wealth gap are that Black Americans hold about 13% of the wealth of white Americans. This wealth disparity can be seen through almost

Three Things I’m Doing to Financially Prepare for Being a New Dad

In four more months I’m becoming a father for the first time. My wife and I are excited to bring a new person into the world, but with it