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

Best Credit Card Perks for the Summer

Summer is a time for fun, but between travel, activities, and cookouts, it can be hard on your bank account. Luckily, you probably already have something in your wallet

What to Know About Paused Payments For SAVE Plan Borrowers

Federal student loan borrowers have been experiencing whiplash as legal challenges to the SAVE plan move throughout the courts. In late June, district court judges in Missouri and Kansas

5 Ways to Keep Your Summer Spending in Check

Happy hours…weekend trips…BBQs….weddings….Do you find yourself spending extra during the summer months? Here’s how to keep your summer spending in check.

4 Ways to Figure Out What You Need to Earn

Much of the time we find that our clients who are struggling to make all of their expenses and save money on a monthly basis simply need to make

5 Creative Savings Tips When Attending a Summer Wedding

Does it feel like your calendar in the next few months is inundated with wedding festivities? Don’t worry — you’re not alone: about 30% of couples tie the

How to Live Rent-Free

These days, affording day-to-day expenses—including a place to live—is putting a strain on renters’ budgets. The numbers back that up: between 2019 and 2023, rent prices increased

Mid-Year Check-In: Are You on Track With These 5 Goals?

The summer months are a good reminder of how time flies when you’re working toward your personal goals. With the end of 2024 creeping up on the horizon, now’s

3 Essential Concepts To Reach Financial Independence

Financial independence—having enough financial resources to cover your expenses without working—is appealing to just about everyone. Even if you love your job and plan to work all your life,

What You Should Know About Challenges to the SAVE Plan

Do you ever feel like you just can’t catch a break? That’s the sentiment among many student loan borrowers ever since the Supreme Court struck down President Biden’s initial

How to Choose a 529 Plan

Whether you’ve just had your first child or it’s been a few years, at some point, saving for your child’s college education has likely crossed your mind. Choosing where

The Cost of Keeping Cool: Managing Air Conditioning Expenses in Summer

As the summer heat ramps up, so does the temptation to crank up the air conditioning. While it's a relief to have a cool oasis indoors, it can also

4 Steps to Financially Prepare for Parenthood

Starting a family is a life-changing—and budget-altering—experience. The transition of welcoming a new family member into your home (and tending to their every need) will come with challenges. While

4 Mental Spending Loopholes That Are Keeping You Stuck

When it comes to making financial changes, you might be your own worst enemy. One of the ways you may be working against yourself is by exploiting mental loopholes:

Why You Should Still Apply for Jobs That You Aren’t Qualified For

As a Recruiter, the number one question people ask me is - “Do you think I qualify for this position?” I never give a concrete answer because I feel

What Does APR Mean for My Credit Cards?

Paying off debt is the most common financial goal of 2024. Getting out of debt is simple, but it’s not easy. To get out of debt (and stay out),

How to Get Physically Fit (While Staying Financially Fit)

Do you want to work out without breaking the bank? The typical gym membership costs between $40-$70 per month but premium gyms and personal trainers can cost up to

Is Moving to A Cheaper Place Worth It?

With rent prices up about 30% compared to pre-pandemic, moving to a place with cheaper rent sounds like a great way to save money. In some cases, a move

Is That a Side Hustle or a Business?

When deciding how to earn extra income there are many factors to consider, both financial and non-financial. Here are key factors to consider if you're thinking about entering the

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

Your Financial Blueprint: 4 Interactive Exercises to Decode Your Money Mindset

Today, we're diving into the fascinating realm of understanding your money mindset through hands-on, interactive exercises. Buckle up as we guide you through four engaging activities designed to decode