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 tax credit Increased child and[…]

Top 5 Blog Posts Of 2020
With 2020 wrapping up, there have been a lot of ways your financial life has been impacted. We had the Coronavirus stock market crash which was the first >20% decline in the stock market since 2009. We had the CARES Act pass in late March with several important financial provisions, including the creation of the[…]

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[…]

5 Financial Planning Questions For Young Families To Ask Themselves
As a young family, your life is always on the run. Between work, dropping your kids off at daycare, attending soccer games, etc. it’s hard to carve out time for you, let alone time to properly manage your family’s financial life. With the addition of kids, you find your financial life all of a sudden[…]

The CARES Act – How Does This Affect You?
The CARES Act (they have to spend a decent amount of time making these law names sound good… right?) was officially signed into law on March 27th. There are a significant number of provisions within the CARES Act. If you’re bored, you can read the full bill here. This blog focuses on the following provisions[…]

3 Better Ways To Save Before You Max Out Your 401(k)
401(k)s are the most common type of savings plan offered by employers. You’ve heard it before – make sure you save money into your 401(k)! The more money you make, the more you should contribute into your 401(k), right? Maybe not. Most employers offer some type of match on your contributions. Let’s say you make[…]

How To Make Travel An Everyday Part Of Your Financial Life
If you are like me, you probably have a list of 10+ places to travel to. You’ve seen these places on Instagram, you’ve heard stories from your friends, or you’ve read about them on a blog. More and more, people value using their money on experiences, as opposed to material goods. This is a big[…]

Tracking Your Spending Is Not As Bad As You Think
Carl Richards has a great analogy about tracking your spending – it is very similar to flossing. We understand how important it is to floss, but it’s not something we like to think about, let alone do. So, we lie about how often we floss to the dentist and then promise to be better. This[…]