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…
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Identify Your Why: Root In Your Values, Grow In Your Goals
How do you build a fully meaningful life? Set goals aligned with your clearly identified values. Here’s how!
Begin the 20 Life Goal Habit
Begin the path to spending your time, energy, and money with intentional by starting the 20 Life Goal Habit. Here’s…
Action Steps: Biden Harris Student Debt Relief Plan
The Student Debt Relief Plan created buzz when announced in August. Read on for necessary steps to take advantage of…
The Most Powerful Money Move You Can Make
What’s the most powerful money move you can make? Get intentional! Focus your time, energy, and money to build the…
Teach Kids Money Skills Through Travel (Part 2 of 3)
Check out the 2nd in a 3 part series about teaching your kids money skills through travel. This post focuses…
Teach Kids Money Skills Through Travel (Part 1 of 3)
As the summer draws to an end, read these tips to teach your young kids money skills on your next…
Teach Kids Money Skills Through Travel (Part 3 of 3)
Check out the 3rd in a 3 part series about teaching your kids money skills through travel. This post focuses…
The Sandwich Method: 3 Steps to Budget with a Variable Income
About 40% of American families live on variable incomes and these tend to be younger individuals just starting their financial…
Benefits of Credit Cards: They’re Not All Bad
by Sophia Carpenter Obtaining a credit card is one of the first big steps we take in our own personal…
Make these Year End Financial Moves and Plan for the New Year
Time flies, and we often have good intentions to address important, but non-urgent financial planning items. To help you prepare,…
Understanding Investment Risk
Are you ready to begin investing, but don’t understand investment risk? We discuss 4 main types of risks and how…
What is an Investment?
We talk a lot about “investing” cash for higher and long-term growth. But what are investments and how do they…
Why Invest?
Why should you invest some of your savings and what role do investments play in your financial plan? Read to…
Planning for Retirement (Part 2 of 2)
Planning for retirement means taking important financial steps from the start. Read more for a list of steps to ensure…
Planning for Retirement (Part 1 of 2)
Planning for retirement involves both non-financial and financial parts of your plan. Today, we’ll discuss a vision for your retirement.
What’s in a Credit Score?
Read on to understand the 5 components of your credit score and how to improve it over time.
5 Ways to Build Credit for the Future
A strong credit history gives you access to money tools that increase your financial security. This article shares 5 ways…
Create a Life Vision To Achieve Your Money Goals
Having a clear life vision allows your money strategy to naturally support those goals and increases your success.
3 Step to Prioritizing your Cash Flow
3 considerations to prioritize how to use your extra cashflow.
Health Savings Account: The Triple Threat of Tax Savings
Looking for a way to save more tax dollars before filing your tax return? Be sure to max out the…
Main Street Gets One Up On Wall Street–Does the GameStop Story Change Investment Strategy?
Last week, news of main street investors getting one up on Wall Street covered the news. Where will this story…
How I Gained the Financial Flexibility to Launch a Business During a Pandemic
As 2020 has taught us, life will bring uncertainty. Developing a strong foundation gives you financial flexibility in uncertain times.
US Employees Overwhelmed by Financial Stress
Employees, across income levels, feel financial stress, and parents, schools, and employers all play a role in the solution
A Cash Emergency Fund is More than Defense
A properly funded cash emergency fund allows you to take advantage of life’s opportunities and be prepared for its challenges.
Financial Foundations 3: Don’t Give Up Your Mocha Yet
Make these changes to avoid losing cash unnecessarily.
Financial Foundations 2: Cash Flow
Now that you have a net worth goal, let’s look at how to reach that goal by understanding your cash…
Financial Foundations 1: Balance Sheet
What are you worth? We’ll start with your balance sheet.
Planting the Seeds
We can teach you how to teach your kids about finance through the years.
The Power of the 20 Mile March
It’s a steady and disciplined approach that is at the heart of Copper Seed’s process in achieving lifetime personal financial…