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 prepare your children to be financially wise.

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!

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

We are thrilled to introduce the Giving Broadly x Financial Gym Scholarship! In partnership with Dana Cowin of Giving Broadly we are sponsoring a limited number of six month Financial Gym memberships (a value of $600) on a first come, first served basis to those in the restaurant community. Whether you are an owner or a busser or everything in between, our Financial Trainers are here to help you create a solid foundation for now and in the future.

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.

Many of our clients ask the modern-day question: Should I be investing in Bitcoin? With the recent news of Bitcoin exceeding 20,000, there has been extra buzz about the cryptocurrency. We are not here to tell you whether you should or should not invest in Bitcoin. That’s a decision that is very personal and will differ from person to person. What we are here to do is explain to you (as simply as possible!) what exactly Bitcoin is and why it was created. It’s a complex topic and we believe that everything starts with education. If you’d like to discuss more about your own personal situation, and to see if this investment is right for you, be sure to schedule a free warm up call to get set up with a Certified Financial Trainer, they would be happy to chat further with you.

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.

The holidays are a magical time filled with family (zoom) gatherings, fun decorations, and gift-giving from the heart. But the holidays can take quite a toll on your bank account.

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!

This week, we’re all about to experience a Thanksgiving like no other. A Thanksgiving that only 2020 could produce, one with limited to no travel, limited to no family and friends and the opportunity to spend more time on Zoom as if we haven’t spent enough time Zooming with people this year. Despite what lays ahead, as I sat down to write this, the only word that came to me is “Grateful.”

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.