Today we’ll go over key steps on how to make and achieve your big family financial goals for next year!  Set Your Family Up for Big Wins As 2021 winds down, now is a great time to set up some pieces with your finances so you can knock things out of the ballpark in 2022.  […]

Get a peek into how we did with our goals for this year and see how you can do your year review and set yourself up for an incredible 2022! Why You Need to Do a Year-End Review with Your Money It’s November, aka the time of the year where I usually start winding down.  […]

Today we’re going to look at three common and awkward money chats families have around money  and how you can tackle them together!  How to Come Together with Awkward Money Chats Marriage and money isn’t always easy. Chances are the two of you have different personalities and approaches to finances. Those differences can be a […]

How happy are you with your current banking situation? Are you getting real value out of your checking and savings accounts? Or do you feel like you’re getting nickeled and dimed?  Today we’ll go over how to find a better banking option and how to seamlessly move your money!  Why It Matters Where You Bank […]

Are you a busy family looking to make managing your money much easier? See how we handle our money system and accounts so that we’re working towards our goals even if we’re bus with work or family! Easy Way to Manage Your Money A financial system that requires you to constantly check and worry about […]

How to Optimize Your 401(k)

Today, we’re going over the big questions that many families have when it comes to their 401ks. I want to show you how to maximize your contributions and your investments without a lot of hassle! Making the Most Out of Your 401(k) When we started our open enrollment series last week, we began by talking […]