End of the Year Planning Considerations
It’s hard to believe we are quickly approaching the end of the year. As we head into the holiday season and work (hopefully) begins slowing down, here...
Tag: Financial Foundations
The Backdoor (Roth) Might Be Closing
The Roth IRA can be a great way to hedge against rising taxes in retirement. One of the best aspects of a Roth IRA (or Roth money set aside in a 401(k)...
How To Manage Lifestyle Creep
Lifestyle inflation, also known as “lifestyle creep”, is that slow but steady creep of spending more over time on luxury items and things that go beyond...
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...
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...
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...
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