by Vaishali Shah | Jan 16, 2024 | Blog
It’s the end of the year as I write this, and my daughter and I are taking a much-needed break from the business of life by spending a few days in Florida. We’ve been fortunate to have warm weather and beautiful sun. Watching the rhythm of the ocean has made me...
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 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...
by Vaishali Shah | Jan 11, 2023 | Blog
Establishing a culture of family philanthropy is like growing a garden. In gardening, there’s a practice called companion planting. It refers to multiple kinds of plants being grown close together for various benefits. For example, tomatoes face fewer pests and...
