Cash Emergency Fund: Is 3 Months Enough?
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 absorber...
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
“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
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
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
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...