Ebb and Flow

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...

Power Combo: 529 Plans & Roth IRAs

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 pros and...

Inflation, Interest Rates, and Fed Policy Explained

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:...

The Power of Multiple Streams of Income

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...

Inspiration for Your Life Vision

When creating your life vision, where do you begin? With inspiration! Read on to learn how to find inspiration for your vision.

Cash Emergency Fund: Is 3 Months Enough?

An emergency fund is crucial for financial security. Read why we believe the conventional wisdom of 3 to 6 months in cash is not enough.

Family Philanthropy: Growing Together by Giving Together

Family Philanthropy: Growing Together by Giving Together

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...

Identify Your Why: Root In Your Values, Grow In Your Goals

Identify Your Why: Root In Your Values, Grow In Your Goals

“One is often so busy doing life that it is easy to avoid evaluating whether you are putting your energy in the direction you value most.” ― Deborah Day   Do you find it easy to get caught in "doing life?"  Life happens, and, as we tackle the day-to-day, we can...

Begin the 20 Life Goal Habit

Begin the 20 Life Goal Habit

In our last blog, “The Most Powerful Money Move You Can Make,” we introduced the power of harnessing your time, energy, and money to manifest the values-based vision of your life. So how do you clarify that vision?  I didn’t know it, but I had that very same question...

Action Steps: Biden Harris Student Debt Relief Plan

Action Steps: Biden Harris Student Debt Relief Plan

The Biden-Harris Student Debt Relief Plan created a lot of buzz when it was announced on August 24, 2022. In addition to the much-publicized debt cancellation plan, there are several other components, and it's time to take action to capitalize on various...

The Most Powerful Money Move You Can Make

The Most Powerful Money Move You Can Make

What’s the most powerful money move you can make? Get Intentional! Let’s begin with an exercise. Imagine you enter a dark room. The door closes behind you, and you’re handed a bow and arrow. Your instructions? Hit the bullseye. Ready! Aim! Fire! What are the chances...

Teach Kids Money Skills Through Travel (Part 2 of 3)

Teach Kids Money Skills Through Travel (Part 2 of 3)

Last time, we introduced the first in a 3-part blog series sharing ways to teach your kids money skills while you travel together. That post focused on your children between the ages of 5 and 8. Today, we'll investigate how to build on these early money lessons for...