*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[…]
The True Measure Of Wealth Is…Time
Like it or not, we live in a society where wealth and success is measured by the amount of money you have. The big house, the fancy cars, the 7-digit investment account balance – it’s what we are all taught to aspire to achieve. This puts an incredible amount of pressure on us and often[…]
5 Financial Actions That All Newlyweds Should Take
*Full disclosure – this picture is from my wedding… I got bored of unsplash photos 🤷♂️. Being a newlywed is such a fun time – you are still reliving your wedding and honeymoon. You are talking about your life plans together. There is a new, exciting momentum that is important to capitalize on. Marriage has[…]
What A Financial Planner Helps You Accomplish
You’ve probably heard the term financial planner thrown around a lot. It’s confusing because being a financial planner can mean many different things. You probably won’t receive the same level of services from one financial planner compared to another. To put simply, a real financial planner (shoutout to Carl Richards) helps articulate why money is[…]
How Marriage Affects Your Student Loans
Marriage is an incredibly exciting time in your life – you are embarking on a new journey with your spouse at your side. What used to be “mine” is now “ours” and for better or for worse – this includes student loans. Finances, but more specifically student loans, can be very difficult to talk about[…]
The Tool You Need To Talk Openly About Money With Your Partner
Talking about money is like when your parents first talked to you about sex – you probably wanted to throw yourself out of a moving car! Money is the #1 taboo topic in America – it’s something that we knew was private growing up and we were taught never to talk about it. This is[…]