Jake Northrup, CFP®, CFA, CSLP®Should You Invest in Real Estate? 3 Questions to Ask Yourself Before You StartOne of the most common questions that I field from clients is this — “should we buy real estate”. Well, my answer is both appropriate yet…May 18, 20211May 18, 20211
Jake Northrup, CFP®, CFA, CSLP®The American Rescue Plan Act of 2021: 4 Major Ways It Impacts Young FamiliesAfter weeks of debate, President Biden signed the American Rescue Plan Act of 2021 into law on March 11, 2021. This act contains many…Mar 15, 2021Mar 15, 2021
Jake Northrup, CFP®, CFA, CSLP®How The Upcoming Election Impacts Your Financial LifeWith the upcoming election next month, you may be wondering how the outcome will affect your financial life. It’s a very normal thing to…Oct 21, 2020Oct 21, 2020
Jake Northrup, CFP®, CFA, CSLP®How to Plan Your Finances to Break Away From Your 9–5 JobHave you ever dreamed of controlling your schedule? Do you feel chained by the 9–5 corporate structure? Are you considering making the…Oct 5, 2020Oct 5, 2020
Jake Northrup, CFP®, CFA, CSLP®5 Ways To Financially Prepare For Your First ChildAre you a new parent or expected to be one in the near future? Here are the 5 ways that you should financially prepare for your first…Sep 2, 2020Sep 2, 2020
Jake Northrup, CFP®, CFA, CSLP®3 Major Ways Your Federal Students Loans Could Be Affected In The Next 4 MonthsThis is a must-read for student loan borrowers so you aren’t caught with your pants down!Aug 18, 2020Aug 18, 2020
Jake Northrup, CFP®, CFA, CSLP®Are You Making These 3 Mistakes With Your Health Savings Account?What if I told you that your next bucket list trip (in hopefully a post-COVID world!) could be paid for with pre-tax dollars in a tax-free…Jul 21, 2020Jul 21, 2020
Jake Northrup, CFP®, CFA, CSLP®6 Steps To Improve Money Conversations With Your PartnerIs talking about money a tension in your relationship? Here are 6 steps to improve money conversations with your partner.Jun 22, 2020Jun 22, 2020
Jake Northrup, CFP®, CFA, CSLP®inFinancial StrategyNot Sure How To Start Your Financial Journey? Think Of It Like SailingAre you uncertain about how to embark on your financial journey? Here is a metaphor to help you understand how.Jun 1, 2020Jun 1, 2020
Jake Northrup, CFP®, CFA, CSLP®Should You Save For College In A 529 Plan or Taxable Account?Don’t automatically assume a 529 plan is the best way to save for college. It may come back to bite you down the road.May 20, 20202May 20, 20202