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Honeyfi Review | Budgeting App For Couples

Every relationship usually has a  “spender” and a “saver.” While the old adage says that “opposites attract,” different personalities can make budgeting harder than it needs to be.  The Honeyfi budgeting app can blend each…

March 17, 2021

Family Will: How to Create Your Last Will and Testament in 6 Easy Steps

A few years ago, Nicole and I finally completed our family will. We procrastinated for the better part of two years because we were binge-watching Game of Thrones and House of Cards. Excuses yes, but…

February 4, 2021
Happy child

What is the Best Way to Invest for My Child’s Future?

Kat from San Diego touched base and wanted to know the best way to invest for her child’s future. Here’s her question: “My husband & I are looking into opening an investment/savings account for our…

February 3, 2021
Man Relaxing in a hammock

Index Funds vs. Individual Stocks: How to Keep Investing in the Stock Market Simple

Index funds and individual stocks each have advantages and disadvantages. So, how do you know which one is right for you? In recent years, the investing app Robinhood launched with a commission-free trading model. It…

February 2, 2021

What to Do After You Pay Off Your Mortgage: These 10 Steps Make It Official

Not sure what to do after you pay off your mortgage? There are some important hoops you have to jump through to make this momentous occasion official. After all that hard work in paying your…

January 27, 2021
New Year of Promise

Year-End Reflection and a New Year of Promise

A new year … and a new promise of opportunity for the lives we’ve always wanted.  I’m all about taking action to strengthen my family tree for the next generation to come. After the year…

January 6, 2021
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