Talking Money -
Need more context on a money topic that you’ve probably seen social media, an article, or even me talk about? Scroll through this library of money talk to get your means to build more.
Weathering The Storm: Financial Preparedness For Catastrophic Events
Catastrophic events can devastate your finances. Learn essential steps to build an emergency fund, understand insurance coverage, protect important documents, and plan for post-disaster finances. Stay financially resilient with practical advice from an experienced financial planner.
Boost Your Financial Health: Understanding FSAs and HSAs
Ever heard of those special savings accounts that can be used for Sephora, Amazon, and more? Learn how FSAs and HSAs can help you save on medical costs, from budgeting and tracking expenses to investing your HSA for greater returns. Discover tips to maximize your benefits, plan for a healthier financial future, and make the most out of every dollar you set aside.
Gift Cards: Your Secret Weapon For Budgeting And Saving
Tired of overspending? Discover how gift cards can transform your budgeting game! Learn practical strategies to track expenses, set spending limits, and save money. You'll learn how to create a personalized gift card system tailored to your financial goals. Improve your budgeting and cash flow planning by taking control of your finances and achieving financial freedom with this easy-to-follow guide.
Struggling To Save? Here's Your Step-By-Step Guide To Saving $1,000 (Or More!)
Struggling to save? This guide unlocks the secrets to finding extra cash & saving your first $1,000 (or more!). Move from news articles and social media algorithms to start seeing the money in your savings account. Budget tips, wallet audit tricks, and motivation to get you started.
Summer On A Budget: Hacks To Save & Splurge Smartly
Don't let summer fun turn into summer debt! Learn how to find deals, save for summer programs, enjoy summer as a single, and budget for a low-spend or no-spend summer.
Bill Negotiation Hacks You Need To Know: Stick To The Script
Are you tired of overpaying for your bills? Or feeling like you don’t have any cash to actually flow to your money goals? This blog post will show you exactly how to negotiate lower rates for everything from your cable bill to your auto insurance. Learn how to gather information, craft your arguments, and approach negotiations with confidence. Stop letting high bills drain your budget – take control today!
Financial Planner vs. Advisor vs.Coach: What's The Difference?
Feeling lost in the world of financial planning? This article explains the key differences between planners, advisors, and coaches. Discover how you can get the benefits of all three for one flat fee, ditching the high costs of traditional services. Build your personalized financial roadmap towards a secure future!
Cracking Open Your Wallet: A Reader's Guide To Recommended Finance Books
No matter if you’re new or true to personal finance, you can always learn more! As I love to say “learners are earners”, the more you learn can give you the foundation to earn more. Also, “leaders are readers”, reading or listening to money books could help you understand how your money stacks up in your wallet. Sharing some of my recommended money books to get started with your money.
Conquering Tax Season: Resources, Tips, and 2024 Tax Changes
Dread tax season? Feeling overwhelmed by forms and confusing rules? You're not alone, especially if you have a low income. But fear not! This guide breaks down everything you need to know for a smooth tax filing experience, with a special focus on getting the most out of your return (without actually paying more than you owe).
What To Do With Your Tax Refund: Don't Just Get Back, Get Ahead!
You got your tax return, now what? This post will give you insight into how to move from just getting your refund to re-uping your finances with it! Mix the blowing with the building!
Financial Diet: Using No Spend/Low Spend To Jumpstart Your Finances
The no-spend or low-spend challenges trend is everywhere—but are people doing it right? This isn't just about deprivation. It's about auditing your wallet, understanding your spending patterns, and using strategic restriction to build better money habits. Learn the three-phase framework that separates challenges that fail by day three from ones that actually change your financial life.
Smart Money Moves: The Power of High-Yield Savings Accounts – Your Complete Guide
Don’t be one of the 82% of Americans who aren’t seeing the most of their savings. In this blog post, we walk through not only what a High Yield Savings or HYSA is but how to move from pennies to profiting more due to the APY!
From Broke to Balanced: Top Money Apps To Organize Your Finances
Want to get your money together in 2024? No matter if you’re a MInt fan or just want to start your money journey, here are some Financial Apps and Platforms to give your accounts some audacity (and accumulation).
Laid Off? Here's What You Do
Layoffs used to be headlines and now they’ve become hidden within social media. Secure your financial future during a layoff. Discover how to assess your finances, create a budget, explore assistance options, and develop a long-term financial plan for stability.
Want To Start Investing? Start With This Investment Stack
If you’re wondering how to get started when it comes to investing in the stock market, this blog post is for you. We will walk through step-by-step how to buy your first stock, but also key terms to keep in mind as you invest more.
The Federal Reserve's Wallet Says There's No Recession, But Personal Wallets Say Different
I’ve been seeing commentary that we aren’t in a recession, but according to Layoffs.fyi and other updates on LinkedIn/TikTok - some people might take that personally. Because no matter if they are laid off or see inflation deflate how their dollar shows up in their budget/wallets, they are going through their own type of recession.
[Break] In Case Of Emergency: Rebuilding Your Emergency Fund
More and more people are having to break their emergency funds than ever before. Yet, most are either ashamed about it or don’t know what to do to get it back full steam. This blog + video combo gives insight into making that happen during the next brink of the economy we’re watching play out.
Financial Seasons Yields Strategy: How The Pain Helps You To Pivot
They say that success leaves context clues, but what if the clues you have come from a season of struggle? You can you learn from one season of your life to leverage in the next.
More Gains, Better Investing
When it comes to money, I’ve been known to have isms or sayings that will help you build your understanding and strategy when it comes to stacks. I wanted to share some of them when it comes to investing. Better understanding, better utilization of that goal you have.
New Year Goal Tending: Clarification In The Destination
Will this year be filled with SMART or FUN goals? Let’s Go!
Start your journey
If any of these blog posts gave you a headstart on your financial journey, imagine what working with us would do. Let’s get started!

