Saving for a New Home Purchase
2020 was an unprecedented year in recent memory to say the least. The pandemic drove a number of trends, including younger Americans storing away cash...
Tag: budget
6 Steps To Create A Zero-Based Budget
In the finance world, we often talk about the need for a budget and how it’s the foundation of any financial plan. However, financial professionals...
The 5 Biggest Mistakes Millennials Make with Money
Our generation is notorious for not being so financially savvy. It’s up to us to change the game. So, what can we learn from the 5 biggest mistakes...
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...
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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