Blog

Earth Day Deals

2018-04-18T15:46:28-04:00April 18th, 2018|Blog|

Earth Day is this Sunday, April 22, and it is a great day to save on energy-efficient, refurbished, or other environmentally-friendly items. If you're looking to save some money and improve your home's energy efficiency, check out some of the deals below. Amazon Wharehouse sells used and refurbished items. They are running a 20% off sale [...]

Beyond the Emergency Fund: Savings Buckets You Should Have

2018-04-05T14:31:35-04:00April 5th, 2018|Blog|

Because my mom is a financial planner, I've always known saving is important; however, I would usually just set aside a lump sum each month for my emergency fund. While I occasionally used my "emergency" fund for true emergencies (like repairing my car after an accident or paying for a trip to urgent care), I [...]

Did everyone else just get rich with cryptocurrencies?

2018-02-14T18:32:02-05:00February 14th, 2018|Blog|

Sometime around the start of the holidays, as pumpkin spiced lattes and dogs with sweaters captivated the nation, an even more powerful craze was taking hold. I didn’t notice it at first. My usual cable financial networks were dedicating more time talking about technology, servers, and “the cloud”. Then, quite suddenly, the strangest thing happened: [...]

Year-End Tax Moves You Should Make Right Now

2017-11-02T07:06:34-04:00November 2nd, 2017|Blog|

With tax season around the corner, the holidays can be a daunting prospect. You're spending tons of money on gifts and travel and may have to spend a ton more come April 15. If your tax bill is on your mind, consider one of these strategies to shelter your investments. 1. Rebalance Your Portfolio First consider [...]

Disaster Relief: How to Help Effectively

2017-10-06T07:17:05-04:00October 6th, 2017|Blog|

With Hurricane Harvey, Hurricane Irma, Hurricane Jose, Hurricane Maria, and a number of wildfires, this summer has seen tons of natural disasters. Tragically, many lost their lives, and many more lost their homes, livelihoods, and communities. While you may want to help, you may be hesitant to give knowing the number of charity scams out [...]

Tips for a Budget-Friendly Vacation

2017-09-07T07:14:40-04:00September 7th, 2017|Blog|

Labor Day was fast approaching, and I decided I wanted to plan a last-minute getaway. Yet even just two nights at a hotel plus a few excursions would set me back a couple hundred dollars. Knowing my future savings goals, I began to reconsider and decided to take a more frugal day trip. With good planning, [...]

Avoiding Miscommunication In Financial Conversations

2017-07-19T12:46:07-04:00July 14th, 2017|Blog|

Sarah and John have been married for a few years. They are saving money to buy a house, when Sarah starts noticing that John is spending a lot of money while eating out at restaurants. As they struggle to stay within their budget, she starts thinking that John is being frivolous with their money and [...]

3 Personal Finance Podcasts for Your Commute

2017-06-30T15:23:45-04:00June 30th, 2017|Blog|

Podcasts are a great way to fill the time when you are stuck in the car or doing the dishes. If you enjoy learning a little more while you are on the go, check out these personal finance podcasts! 1. Listen, Money Matters Hosted by Andrew Fiebert, who previously worked at an Investment Bank as a data [...]