Under previous law, if you were eligible for the Child Tax Credit (CTC), you could get up to $2,000 per qualifying child that was age 16 and under as of the end of the year. The American Rescue Plan
There are many different reasons you might be looking to re-evaluate the terms of your student loans. Are you looking to lower your monthly payment to help manage cash flow? Are you looking to lower your interest rate? Maybe
As states begin to reopen and the whole world strives to figure out what “new normal” looks like, one question we should be asking ourselves is what does a “new normal budget” look like. As things like travel, more
Netflix, Hulu, Spotify, Amazon Prime, Peacock, Disney+, Audible, HBO Max, Paramount+, Britbox, ESPN, if you’ve got them all, then this is for you! I can remember when Netflix first came about and I convinced my parents to start a
Nikki Boulukos and Carissa Jordan first met a decade ago as young analysts at Goldman Sachs. Ten years later, they happened to reunite in the same New York City suburb as friends and neighbors raising their young children. Nikki
The summer should be an opportunity for teachers, and other school employees, to relax! No more grading papers and tests, no more lesson plans to write, and thankfully, no more asking students to turn on their cameras for Zoom
Unlike other expenses that you can go without if needed (like streaming services, takeout, or buying new clothes), groceries will always be a part of your budget. It’s inescapable. For that reason, focusing on getting your grocery bill under
The Financial Gym Advisors Client Mackenzie Stewart shares with us how she approaches paying off her debt on a less-than-ideal income. Mackenzie breaks down both concrete steps as well as how to shift your mindset in order to conquer
As fall 2020 approached winter, I put increased emphasis on self-improvement. The year from hell needed some sort of silver lining, right?
Some big questions that freelancers, self-employed workers, entrepreneurs, and individuals who dream of starting a business always ask themselves; should I incorporate? How do I do that? When will I know if it’s the right time? What type of
One of our favorite parts of our community is getting to learn about all the amazing things our clients are doing. To round-out Women’s History Month, we have decided to share some of the businesses owned by women in
In our previous blog post, we covered the financial opportunities and challenges for people with developmental disabilities. However, proper healthcare coverage is another crucial part of becoming financially healthy. There are details to consider for
TikTok has brought us many things, from quarantine olympics to happy, happy dogs to Dadosaur. Now it’s bringing bite size financial literacy to the masses, or at least to those who frequent finance TikTok. But not all finance TikToks
Millions of people in the US have medical debt. It is particularly easy to find yourself in because healthcare in the US is more expensive than anywhere else in the world, the system is difficult to understand, and the
Teaching financial literacy to children can be a daunting task, but introducing fundamental financial concepts now can set them up for a stable future. Instilling the building blocks of saving, spending, and making money early on can help increase
My personal debt story began when I first started undergrad. I did not know anything about managing my finances, and I was easily persuaded to sign-up for my first credit card.
Although everyone on our team has a passion for personal finance, many of our teammates' life goals are what drives our passion!
I talk to a lot of HR Directors and Employee wellness mangers. A lot. And a common theme on my calls this week has been “we’re looking for employee wellness ideas that aren’t yoga or meditation.” As a non-yogi (I’ve
In this article, our client Caitlin Crews shares her decision to save money for a home by moving home during the Covid pandemic.
Home ownership is one of the most common goals our clients share, and as Covid has reshaped what we need and want from our living spaces, interest in buying homes has only increased.
