by Vaishali Shah | Nov 21, 2023 | Blog
We’re approaching the first anniversary of the SECURE Act 2.0 which brought big opportunities in educational savings. In this article, we’ll explore two powerful tools for educational and retirement planning needs: 529 plans and Roth IRAs. We’ll unpack the...
by Vaishali Shah | Aug 22, 2023 | Blog
In April 2022, after the Federal Reserve made its first rate increase in about 3 years, we suggested some financial moves to take advantage of still low interest rates at the time. We’re now revisiting the inflation and interest rate conversation for two reasons:...
by Vaishali Shah | Jul 17, 2023 | Blog
By Vaishali Shah and Sophie Carpenter Cash flow fuels our financial growth, and in the modern economy, achieving financial freedom requires more than just saving. The budgeting mentality puts a lot of emphasis on reducing expenses. But, you can only reduce your...
by Sophie Carpenter | Apr 17, 2023 | Blog
By Sophie Carpenter Have you ever found yourself staring at a blank page, struggling to find the motivation to work on a project? That frustrating feeling can be hard to overcome. Staying inspired is necessary to fight burnout and to guide you on a fulfilling journey....
by Vaishali Shah | Jan 31, 2023 | Blog
Today, we’ll challenge the popular advice of keeping an emergency fund of 3 to 6 months for financial emergencies. We believe that 3 months is simply not enough. A cash emergency fund plays a crucial role in your long-term financial plan, acting as a shock...