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 ponder – we are constantly inundated by news saying things like “the stock market will crash if this candidate wins” or “buy these 3 stocks if this candidate wins”. This[…]
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 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 an obstacle. There has been[…]
5 Ways To Financially Prepare For Your First Child
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 stage of life – but[…]
3 Major Ways Your Federal Students Loans Could Be Affected In The Next 4 Months
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 30th, 2020. You may not be thinking about student loans until the payment suspension is lifted, but there are[…]
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, penalty-free and totally legal way? Okay, now I have your attention 😊. I’ll show you how by the end of this blog, but first, I need to paint the[…]
6 Ways That Experience Your Wealth Is Helping To Progress The Industry Forward
*This blog is written by my “company” hat because my “Jake” hat would never write this 🙃. I’m very fortunate to have been named to the InvestmentNews 2020 40 Under 40 National List! I was selected from a pool of about 1,000 nominees by a panel of reporters, editors and other representatives of InvestmentNews to[…]
6 Steps To Improve Money Conversations With Your Partner
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 much money you have. Which[…]
Not Sure How To Start Your Financial Journey? Think Of It Like Sailing
Are you uncertain about how to embark on your financial journey? I don’t blame you. Personal finance is complex. It’s not something that we were taught in school and you’ve likely learned about it on your own. On top of this, money is a tangled web of emotions that we have also been trained not[…]
Should You Save For College In A 529 Plan or Taxable Account?
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. It’s not easy for most folks to just dish out $75,000/year from their annual cash flow when those college tuition[…]
Why You Should Rethink Your Student Loans Right Now
As part of the CARES Act, all federal student loan payments are automatically suspended until September 30th. During this time period, no interest is accruing between March 13th, 2020 and September 30th, 2020. This covers the following loans: Direct federal loans FFEL federal loans Federal Perkins loans This is a significant relief to student loan[…]
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