Marriage and Money: How to Communicate Effectively About Finances
If there’s one thing that’s absolutely essential to having a happy marriage or relationship, it’s communication. What we seem to forget,...
Marriage and Money: Together, Separate, or Somewhere in Between?
So, what’s the verdict? Should you have joint accounts, separate accounts, or something in between? Studies show that couples with joint finances...
Marriage and Money: Setting Boundaries
Let’s chat for a minute about setting boundaries. While sometimes it’s nice to think that we will always do everything together with our...
Marriage and Money: Setting Goals For Success
One of the questions I get consistently from clients is: how do I get my spouse on board with keeping a budget? Followed by, oh and how do I get them...
The Basics of the Traditional IRA
By Mack Bekeza, CFP®
Hopefully, you enjoyed my piece on Roth IRAs, but what about Traditional IRAs? Don’t people ask me about those too? Well yes, they...
The Basics of the Roth IRA
Mack Bekeza, CFP®
As a Certified Financial Planner™, one of the most frequent questions I am asked is, “How does a Roth IRA work?” The Roth IRA can...
Should you Finance your Car?
By Mack Bekeza, CFP®
Thinking about buying a new car…or at least a car that is new to you? Should you even finance a car purchase in the first place?
This...
How Can You Prepare for being Furloughed or Laid off?
By Mack Bekeza, CFP®
With multiple states beginning to “reopen” their economies, many are worried about the possibility of being furloughed...
The 12 Biggest Mistakes Millennials Make with Money
Millennials aren’t the most financially savvy bunch. Most of us weren’t taught the basics of personal finance and then put in a position...
Student Loan Relief During COVID-19
Student Loan Relief During COVID-19
By Mack Bekeza, CFP®
With COVID-19 wreaking havoc in more ways we can imagine, one of the biggest fears some people...
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