Financial Planning Archives

5 Ways to Stick to Your Financial Goals in 2021

January 15, 2021 / Dan Miller

You 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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How a CFP Celebrates Her Money Wins

January 12, 2021 / Brittney Castro

People 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

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

Whether 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

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

Using 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

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

As 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

We 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

Reaching 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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