You Paid off your Holiday Debt! Now What?

Take the stress out of holiday spending and make next December a breeze! Read to discover how a simple mini-budget can turn your biggest spending month into your most organized one.

3 Steps to Fight Denied Medical Claims

Don’t let denied medical claims overwhelm you – they can be reversed! Read to discover simple steps that could save you thousands on your medical bills.

Money Mapping: Three Steps to Clear Financial Goals

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

Are Square or Stripe Capital Loans for You?

Payment processor loans advertise ‘no interest’ and flexibility, but the true costs might surprise you. Read to understand the pros and cons before borrowing.

Vaishali Shah sits down with Charlotte Talks to discuss the tax system

Copper Seed founder and coach Vaishali Shaw recently sat down with Mike Collins of WFAE’s Charlotte Talks to discuss the complexity of the current tax climate.

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...
Planning for Retirement (Part 2 of 2)

Planning for Retirement (Part 2 of 2)

Last time, we discussed the importance of having a retirement vision before creating a retirement financial plan. In this edition of “Our 2 Cents,” we’ll talk about financial steps to take when planning for retirement. The Start of Your Career Planning for retirement...

Planning for Retirement (Part 1 of 2)

Planning for Retirement (Part 1 of 2)

On September 8, 2021, we’ll be on Lunch Conversations with Randy Wooden and Teddy Burriss talking about "Preparing to Exit the World of Work." Creating a retirement plan is like planning for a vacation. They both involve non-financial and financial aspects of the...

What’s in a Credit Score?

What’s in a Credit Score?

As a young adult, strengthening your credit score is an important part of your financial strategy. So, how do you do this? Today we’ll look at the five components of a credit score and strategies to start off strong. Factors In a Credit Score Your credit score is...

5 Ways to Build Credit for the Future

5 Ways to Build Credit for the Future

A strong credit history gives you access to money tools that increase your financial security. How do you build positive credit if you don’t have credit history or if your credit score is low? This article shares 5 ways to build credit. 1. Checking account history...

Create a Life Vision To Achieve Your Money Goals

Create a Life Vision To Achieve Your Money Goals

Does visualizing success actually help you achieve it? Shirzad Chamine, discusses the power of visualization in his Positive Intelligence coaching series, and he says that it does. In a one-month study of basketball players improving their free throws, players were...

3 Step to Prioritizing your Cash Flow

3 Step to Prioritizing your Cash Flow

Unsure how to prioritize your excess cash flow? Here’s a 3-step process to create a plan. Think about your assets as having a return—either positive or negative. Money you contribute to investment and retirement accounts will grow over time and have a "positive"...