The Mid-Year Money Check-In I Use With Clients
Half the year is gone. Here is the mid-year money check-in I walk every client through, and how to run it yourself before the year gets away from you.
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Featured | Goals | Planning | Retirement | Saving | Uncategorized
10 Things to Know About Your 401(k)
If you’re a member of the modern workforce, you likely have access to a 401(k). A 401(k) is a retirement savings vehicle sponsored by your employer. Through your 401(k), you’re able to contribute funds and invest them according to your risk tolerance and retirement timeline. The goal is to grow a sizable retirement nest egg…
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Goals | Investing | Retirement | Saving | Uncategorized
What’s a SEP IRA and How Does it Work?
Retirement planning for the self-employed can seem complicated and, often out of reach. Without a traditional workplace 401(k), many business owners and freelancers aren’t sure how to start putting money toward retiring someday. There are, of course, individual options available, specifically Roth and Traditional IRAs. However, their contribution limits may limit your ability to save…
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Cash Flow | Financial Planning | Goals | Income | Spending | Uncategorized
How to Have a Stronger Money Relationship with Your Spouse
Picture this: You’re standing in the kitchen with your partner or spouse, avoiding eye contact while a silent and slow tension builds in the air. The mail sits opened on the kitchen table between you. It’s staring at you both, testing you, but neither one of you wants to be the first to acknowledge it….
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Budgeting | Goals | Planning | Saving | Uncategorized
How to Set Better Money Boundaries
Setting boundaries is a key part of living a happy, healthy life. Boundaries can help you to build stronger and more fulfilling relationships, find rest when you need it, protect yourself emotionally and mentally, and grow your self-awareness. One area of our lives that we’re not always great about setting boundaries with is our finances….
