Category: Investing

How To Take Advantage of One Time Account Adjustments Toward Income-Driven Repayment Plans

The federal government is making a one-time account adjustment toward loan forgiveness for certain borrowers on income-driven repayment plans and PSLF. Read about the details and whether you need to take action to qualify.

How to Combat Lifestyle Inflation

If you have ever dreamed about making more money, received a raise, and then had no idea where that extra money in your paycheck was going, you’ve fallen prey to lifestyle inflation. Here are four ways to combat lifestyle

5 Ways to Find Women-Owned Businesses

There are many ways to support the women around you to rise to their full potential, one of the easiest being to empower women with your wallet. The ranks of female entrepreneurs are swelling as women-owned businesses become more

5 Ways to Make Filing Your Taxes Less Stressful

Not many people look forward to filing their taxes—it can be overwhelming, confusing, or just a pain in the rear. But there is no point delaying the inevitable so here are five tips for getting through tax season without

4 Financial Moves To Make Before the End of The Year

For better or worse, much of our financial lives run on auto-pilot. The end of the year is a natural catalyst that can prompt you to reassess aspects of your finances that might otherwise remain on the back burner.

7 Holiday Side Hustles To Make Extra Cash This Season

Between gifts, food, hosting, and decorating, a lot of money is changing hands during the holiday season. You can make that work to your advantage by offering a product or service that people are willing to pay for to

5 Ways to Avoid a Holiday Spending Hangover

The holidays are the most wonderful time of the year, but for many, the pain of a New Year’s Eve hangover is nothing compared to the credit card hangover they feel when their December credit card bill arrives. Here

How to Spend Less on Dining Out

Many clients say they would like to spend less on dining out. This simple goal can be more complicated than it seems and it’s worth it to first look at your dining habits and then assess if they are

Gratitude: A Recipe For Abundance

With Thanksgiving right around the corner, it’s the perfect time to explore how you can use gratitude and the power of your mind to transform your financial reality and bring more abundance into your life.

4 Major Saving Mistakes You Might Be Making

We all know that we should be saving — and yet, nearly 60% of Americans could not cover a $1,000 unexpected expense in cash. While income and the cost of living are issues for many people, that’s not always

Ask a Trainer: Should I Live at Home or Move Out After Graduating?

Graduating from college is a significant milestone in one's life, marking the end of an era and the beginning of a new chapter. It's a time of mixed emotions, with feelings of excitement, accomplishment, and uncertainty all intertwined.

Why You Need a Money Date (With Yourself)

Even with the best of intentions, it’s easy to fall out of touch with your money. With everything else going on in life—family, friends, work, and life—keeping tabs on your finances falls by the wayside. But you spend 40

How to Choose the Best Rewards Credit Card for You

Deciding on your first rewards credit card is exciting, but it can also be tricky. All of your friends (and everyone on the internet) have an opinion about what is “the best” rewards credit card—but what is right for

When Should You Use Your Emergency Fund?

So many personal finance experts (us included!) preach about the importance of having an emergency fund. We do this for a reason! A recent survey found more than two-thirds of Americans worry that their emergency savings would not even

3 Things Holding You Back from Getting Help With Your Finances

Many people struggle with their personal finances. In fact, according to a recent survey, more than three-quarters of Americans feel anxiety about their financial situation. Action is the antidote to anxiety—you have to address your finances head on to

How to Manage Your Finances Through Mental Health Challenges

We’d all love to be on top of our finances, but we are not always in the right headspace to do that—especially if we’re facing mental health challenges. Mental health and financial health are so intertwined. Financial stress can

Brokerage Account Vs Retirement Plan: Which is Best

So you’ve successfully saved for an emergency fund and now you’re wondering: what next?  Knowing where to focus most of your money depends largely on your personal goals and the amount of risk you’re personally willing to take on

What is the Stock Market and How to Invest

If you’re not a seasoned investor, the world of investments can seem intimidating. Between the confusing jargon and the constantly changing nature of the markets, many people choose to put off investing.

Here's an investing 101 guide to get

Six Fun Challenges to Jumpstart Your Savings

Finances can feel so serious, but they don’t always have to feel like that. Savings challenges are a great way to add a little “fun” into finance. They can help you save for a specific purchase, holiday gift money,

The Most Underutilized Financial Tool You Already Offer Your Team

Many companies and organizations struggle with how to assist employees in building short-term financial stability. While newer options like employer-sponsored emergency funds can certainly help, most companies already offer their employees an extremely effective savings tool: the ability to

3 Questions to Ask Yourself if You Have a Roth 401(k)

There are a few critical choices we make about our retirement accounts including how much to contribute and what to invest in. Due to the rise in popularity of Roth 401ks, you might have one other important decision: should