Inflation? Bear Market? Stay calm.
The stock market is low and inflation is high. Investors are concerned. Here's how to avoid getting wrapped up in the chaos of the markets.
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Feb 24, 20224 min read
Be a "do-gooder"
My full and complete giving strategy, as of February 2022, and the reasons for my commitment to effective causes.
Jan 24, 20226 min read
Student Stories: Tackling your 401k options
Hannah explores her best investment options across three separate 401ks, and takes steps to consolidate her investments
Dec 21, 20212 min read
That's a wrap for 2021
Financial planning and investment reminders as we close out 2021
Nov 22, 20212 min read
So much to be grateful for
A look back on 2021, including number of students reached and funds raised for The Life You Can Save.
Oct 27, 20217 min read
529 deep dive
Everything you need to know about these tax-advantaged, state sponsored investment accounts for higher education and related expenses
Sep 27, 20217 min read
Student Stories: Clergy people need financial plans too
Meet Michael! As a clergyperson in the Episcopal Church, he gets some unique work benefits we don't see every day.
Aug 23, 20215 min read
A PSA to invest your HSA
Most people think of an HSA as a tax-advantaged account they can use for medical expenses. Alternatively, you may want to invest your HSA.
Jul 26, 20214 min read
The Mega Backdoor Roth
A Mega Backdoor Roth allows you to contribute additional funds to your tax-advantaged Roth accounts, above the normal maximum. Learn more.
May 21, 20213 min read
Are you missing money?
Millions of dollars in lost or unclaimed money goes missing each year. Find out if you've been missing money by checking out this resource.
Apr 19, 20212 min read
It's tax season!
Tax Update: The federal tax deadline was extended to May 17, 2021 and the majority of states have also extended their tax deadlines too.
Mar 23, 20212 min read
The Ultimate Job Offer Evaluation Template
Job hunting? Don't just compare salaries. Use this template to outline each job offer so you understand the full financial package.
Feb 21, 20215 min read
Do I Need a Financial Advisor?
Do you need a financial advisor? Personal thoughts and lessons on when (and when not) you might need a financial planner.
Jan 21, 20213 min read
The Ultimate Retirement Account - Roth IRA
Learn why the Roth IRA is one of our favorite tax-advantaged accounts! Not only meant for retirement, but also ideal for mid-term goals.
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