In this article, our client Caitlin Crews shares her decision to save money for a home by moving home during the Covid pandemic.

One of our awesome clients, Mary Whiteside, put together this awesome guide after purchasing her first home that features everything you need to know when purchasing a home for the first time.

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.

Travel hacking is the art of maximizing credit card, airline, and hotel loyalty programs to get free travel, travel discounts, or travel perks that would otherwise be very costly.

It’s the beginning of a new year, so it’s time for those new year's resolutions to kick in right? Whether it’s for your health, to read more, to travel more (hopefully we can do this!), and many others I hope that one news year's resolution is to make sure your finances are in order.

Although 2020 has been a challenging year for many, it’s still important to reflect upon some of the good that has happened in the past year. For this, we turned to some of the cool and impressive things that our clients have still been able to accomplish, despite everything 2020 threw our way!

Tax season always brings up a lot of questions. Should I file jointly or separately? What’s the difference between an AGI and a MAGI? Which expenses can I deduct? The last few years have thrown us a few curveballs as well, since the Tax Cuts and Jobs Act eliminated a number of exemptions, among other changes. This year, with so many employees working remotely, more confusion may arise as workers struggle to make sense of how to navigate working out of state.

For more than nine months, most people with Federal student loans haven’t been required to make monthly payments because of the coronavirus pandemic.

In an effort to support small this holiday season— we have curated a special gift guide featuring our favorite finds by our creative clients.

It is officially the holiday season which means many of us are spending more money than we typically do, especially on our credit cards. And although credit cards are an ideal way to spend thanks to points, rewards, and protection - we are all still susceptible to credit card fraud.

Typically during the holiday season, we are able to host a holiday bazaar where all of our various business-owner clients are able to come and set up a table to sell their products and services. Since we are unable to do an event like that this year-- we wanted to bring it to you, virtually!

For many of us Millennials (and let’s be real - anyone living in our modern world), there was likely a time when looking at your bank account brought you immense stress. It doesn’t matter if you have a six-figure salary, or you’ve never had a credit card to your name - simply acknowledging the black-hole-that-is-your-bank-account can feel overwhelming, scary and anxiety-ridden.

Before buying a home, you are usually advised to get pre-approved for a mortgage first, which serves two important purposes — it lets real estate professionals and sellers know that you are serious about your intentions to buy a home, and it provides you with a good idea of how much of a mortgage you can actually afford.

When it comes to the financial products that empower you to take care of the things that matter most in life, there’s no shortage of available options. Each product has its own strengths and purpose, and your financial situation and personal goals play a large role in deciding what the best choice is for you. In this article, we’re going to cover a few good reasons you might consider taking out a personal loan.

The holiday season is approaching, giving you a chance to bring joy with a well-thought-out gift while also making an impact in your community.

Today, we’re seeing more women leading change than ever before. Opportunities that women have historically been left out of are now within reach. Empowering women benefits society as it helps economic prosperity, security, and safety.

It’s that time of year where you get to pick your health benefits for the new year. It’s important to remember to diligently choose next year’s health benefits, to benefit your needs and your pockets.

If you have a Health Savings Account (HSA), you might be surprised that many common purchases are HSA-eligible expenses.

Understanding our personal finances --- how to budget, save, pay off, spend, and invest wisely -- is essential for everyone, including your employees. Financial wellness is a growing concern of employees and the Culture and HR managers that we speak to on a daily basis. We have complied free resources so you can create a free financial wellness week for your employees.

2020 has been a wild ride in too many ways to count, but last month the Payroll Tax Holiday threw us for another loop. In short, the tax holiday is the result of a presidential memorandum that allows for the deferment of payroll taxes from September 1 to December 31st. During this period, some workers who earn less than $104,000 per year will see a 6.2% increase in their paychecks, since they will not be required to pay social security taxes.