After weeks of debate, President Biden signed the American Rescue Plan Act of 2021 into law on March 11, 2021. This act contains many provisions that directly impact young families, but this blog highlights the four provisions that I thought were most applicable: The stimulus checks/stimulus tax credit Increased child…

With the upcoming election next month, you may be wondering how the outcome will affect your financial life. …

Have you ever dreamed of controlling your schedule? Do you feel chained by the 9–5 corporate structure? Are you considering making the leap to work for yourself? I have led numerous clients through life planning exercises to help them articulate what their ideal life would look like if money wasn’t…

Congrats on the exciting transition! I’m sure you’ve read baby books or listened to podcasts about becoming a parent. You may be appreciating your final full-night sleeps before the baby comes, or you may be smack in the middle of raising a newborn. There are many exciting transitions during this…

There is never a dull moment in the world of student loans. Many of you are hopefully enjoying a student loan payment-free summer thanks to the CARES Act which suspended federal student loan payments until September 30 th, 2020. You may not be thinking about student loans until the payment…

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, penalty-free and totally legal way? Okay, now I have your attention 😊. …

You’ve probably heard the statistic thrown around that nearly 50% of marriages end in divorce. What is one of the leading causes? Money. We live in a society where talking about money is considered taboo. You never tell someone how much money you make, how much you spend or how…

Using a fun metaphor to gain clarity on a complicated topic — Are you uncertain about how to embark on your financial journey? I don’t blame you. Personal finance is complex. It’s not something we were taught in school, and you’ve likely learned about it on your own. On top of this, money raises a tangled web of emotions that we have…

For any parent, college funding is top of mind. With college tuitions rising like crazy (some are over $75,000 now…😳), it puts greater pressure on you to save for college while your kids are young. …