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Financial Planning

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Financial Planning

5 Ways to Stick to Your Financial Goals in 2021

January 15, 2021 / Dan Miller
5 Ways to Stick to Your Financial Goals in 2021You might have already identified your financial goals to start in 2021, but a couple weeks into the New Year, how you’re going to stick to your financial goals is probably already creeping into your thoughts. It is a sad...

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Financial Planning, Money & Relationships

How a CFP Celebrates Her Money Wins

January 12, 2021 / Brittney Castro
How a CFP Celebrates Her Money WinsPeople may often imagine that when they reach their milestones, there will be fireworks and party buses along with a huge celebration. And while sometimes there are, most wins are simply small steps you take every day until one day...

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Financial Planning

5 Financial Goals to Start in 2021

December 30, 2020 / Dan Miller
5 Financial Goals to Start in 2021  Although many people start New Year’s resolutions in January, there’s nothing magical about January with regards to self-improvement. Still, the best time to make a change or set a goal is today, so if you’re ready to level up...

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Financial Planning

Secured vs. Unsecured Loans: Here’s the Difference

December 28, 2020 / Mint
Secured vs. Unsecured Loans: Here’s the DifferenceWhether you’re trying to buy a home or looking to get a college degree, you may need to take out a loan to finance your goals. If you’re seeking out your first loan, know that borrowing money is a common...

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Financial Planning, Money & Relationships

Financial Lessons Learned During the Pandemic

December 17, 2020 / Brittney Castro
Financial Lessons Learned During the Pandemic

As we wrap up this year, it’s important to reflect on positive lessons we want to take into 2021. Here are some of the top financial lessons.

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Financial Planning, Tax Tips

3 Reasons to Set Up a Donor-Advised Fund to Maximize Your Charitable Tax Deductions

December 2, 2020 / Dan Miller
3 Reasons to Set Up a Donor-Advised Fund to Maximize Your Charitable Tax DeductionsUsing donor-advised funds is a more advanced tax strategy that has gotten more popular recently with the introduction of the Tax Cuts and Jobs Act (TCJA) in February 2020. The TCJA nearly doubled the amount of the standard deduction, which...

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Financial Planning

Should I Cash Out My 401k to Pay Off Debt?

November 20, 2020 / Mint
Should I Cash Out My 401k to Pay Off Debt?Paying off debt may feel like a never-ending process. With so many potential solutions, you may not know where to start. One of your options may be withdrawing money from your retirement fund. This may make you wonder, “should I...

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Coronavirus (COVID-19), Financial Planning

How to Financially Prepare for Post-Pandemic Life

November 10, 2020 (Last Modified: November 24, 2020) / Marsha Barnes
How to Financially Prepare for Post-Pandemic LifeAs the dust slowly begins to settle and we observe businesses putting their action plans in place to recover, we all sit and wonder what this may look like for us. How will I recover from this? How am I...

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Financial Planning

The Future of Money: 6 Key Predictions

November 5, 2020 / Mint
The Future of Money: 6 Key PredictionsWe all rely on money in our everyday lives. Currency is simply a system for trading human time, and most people probably don’t question it. It’s easy to forget just how much our money usage as a society has evolved...

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Financial Planning, Personal Finance

Money Moves to Make in Your 20s, 30s, and 40s

October 29, 2020 / Brittney Castro
Money Moves to Make in Your 20s, 30s, and 40sReaching your twenties is an exciting milestone for most as it means you’ve officially entered adulthood. Along with that milestone comes new responsibilities and worries that we didn’t picture when our teenage selves dreamed of turning 21. We imagined our...

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