Jake Northrup, CFP®, CFA, CSLP® – Medium

Jake Northrup, CFP®, CFA, CSLP®

Jake Northrup, CFP®, CFA, CSLP®
in
The Startup

Should You Invest in Real Estate? 3 Questions to Ask Yourself Before You Start

One of the most common questions that I field from clients is this — “should we buy real estate”. Well, my answer is both appropriate yet…

6 min readMay 18, 2021

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Should You Invest in Real Estate? 3 Questions to Ask Yourself Before You Start

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Jake Northrup, CFP®, CFA, CSLP®

The American Rescue Plan Act of 2021: 4 Major Ways It Impacts Young Families

After weeks of debate, President Biden signed the American Rescue Plan Act of 2021 into law on March 11, 2021. This act contains many…

9 min readMar 15, 2021

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The American Rescue Plan Act of 2021: 4 Major Ways It Impacts Young Families

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Jake Northrup, CFP®, CFA, CSLP®
in
The Startup

How The Upcoming Election Impacts Your Financial Life

With the upcoming election next month, you may be wondering how the outcome will affect your financial life. It’s a very normal thing to…

9 min readOct 21, 2020

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How The Upcoming Election Impacts Your Financial Life

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Jake Northrup, CFP®, CFA, CSLP®
in
The Startup

How to Plan Your Finances to Break Away From Your 9–5 Job

Have you ever dreamed of controlling your schedule? Do you feel chained by the 9–5 corporate structure? Are you considering making the…

9 min readOct 5, 2020

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How to Plan Your Finances to Break Away From Your 9–5 Job

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Jake Northrup, CFP®, CFA, CSLP®

5 Ways To Financially Prepare For Your First Child

Are 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…

10 min readSep 2, 2020

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5 Ways To Financially Prepare For Your First Child

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Jake Northrup, CFP®, CFA, CSLP®
in
The Startup

3 Major Ways Your Federal Students Loans Could Be Affected In The Next 4 Months

This is a must-read for student loan borrowers so you aren’t caught with your pants down!

6 min readAug 18, 2020

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3 Major Ways Your Federal Students Loans Could Be Affected In The Next 4 Months

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Jake Northrup, CFP®, CFA, CSLP®
in
The Startup

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…

7 min readJul 21, 2020

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Are You Making These 3 Mistakes With Your Health Savings Account?

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Jake Northrup, CFP®, CFA, CSLP®
in
The Startup

6 Steps To Improve Money Conversations With Your Partner

Is talking about money a tension in your relationship? Here are 6 steps to improve money conversations with your partner.

8 min readJun 22, 2020

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6 Steps To Improve Money Conversations With Your Partner

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Jake Northrup, CFP®, CFA, CSLP®
in
Financial Strategy

Not Sure How To Start Your Financial Journey? Think Of It Like Sailing

Are you uncertain about how to embark on your financial journey? Here is a metaphor to help you understand how.

7 min readJun 1, 2020

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Not Sure How To Start Your Financial Journey? Think Of It Like Sailing

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Jake Northrup, CFP®, CFA, CSLP®
in
The Startup

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.

6 min readMay 20, 2020

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Should You Save For College In A 529 Plan or Taxable Account?

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Jake Northrup, CFP®, CFA, CSLP®

Jake Northrup, CFP®, CFA, CSLP®

Founder and Financial Planner at Experience Your Wealth, LLC. I love writing about the FIRE movement, student loans and travel! www.experienceyourwealth.com

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