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Do I Need a Will? Who Needs One and Why

A whopping 78% of millennials don’t have a will, according to a Caring.com study.  But here’s the thing: wills are not just for retired and wealthy people. Most people need a will no matter how…

February 25, 2021

Roth IRA Investing in 10 Simple Steps

The magical Roth IRA … You’ve heard that you need one. Or if you have one, you’ve heard that you should be taking full advantage of it. What is so excellent about a Roth IRA?!…

February 12, 2021

Best Budget Apps (2021): 15 Cheap or Free Online Budgeting Apps

There are mobile apps for just about everything nowadays. This includes online budgeting apps designed to help you improve your personal finances. Using a budget is an excellent way to eliminate debt, save money, and…

February 4, 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
Mother Walking with Daughter

UTMA vs 529: How Are These Accounts Different?

Any parent who has stopped to consider the different expenses related to having a child probably knows what it’s like to have their vision clouded with dollar signs. Raising children can be expensive! If you…

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
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