A Guide to Your Third Stimulus Check By: Stacey Nickens On March 11, President Joe Biden signed the American Rescue Plan Act of 2021. This act provides for a third round of stimulus to some American families; however, as the legislation took a while to make it's way through both chambers of congress, you [...]
Building Healthy Financial Habits By: Stacey Nickens While building habits can be challenging, healthy habits are necessary for our well-being. Habits reduce the amount of decisions we have to make in a day and thus free up brain space to work on more important projects. For example, we build a habit of brushing our [...]
Financial Lessons We Can Learn From 2020 By: Stacey Nickens To say that 2020 was a tumultuous year could be an understatement. Between the pandemic and a presidential election, many of us experienced plenty of uncertainty and stress. For some of us, we lost loved ones or became ill ourselves. However, challenging times always [...]
You may be considering saving for your child or grandchild's future educational needs. You could use an UTMA (Uniform Transfer to Minors Act) or 529 Plan to save money for a minor beneficiary. Opening either account allows you to invest contribution funds. However, while the two savings vehicles are often discussed together, UTMAs and [...]
Many of you may be familiar with the 4% Withdrawal Rule. According to this rule, you should try to withdraw no more than 4% of your retirement portfolio’s value each year. This withdrawal rate will theoretically allow the rest of your retirement savings to grow during the rest of the year. However, many of [...]
March marks the 31st year of National Women’s History Month, and when it comes to financial planning women certainly have something to celebrate. For many women, long gone are the days that the husband solely controls all the finances and investing. Over the last few decades, women have played a critical role in the [...]
"I just get so anxious. I don't even want to look at my budget," a friend once told me, relaying her difficulty with sticking to a spending plan. She told me she worries about spending too much money, and as a result, will often avoid looking at her budget or avoid long-term planning. Additionally, [...]
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