Finally, a Black Friday decision your financial planner can get down...
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How to Do a Backdoor Roth IRA Contribution
If financial planners had a party trick, it would be the backdoor...
Meet the Family Financial Planning Masterclass
Meet the Family Financial Planning Masterclass. Because parenting...
Think Twice Before Rolling Over an Old Retirement Plan
If you're a high earner (or plan to be one someday), rolling over an...
Dependent Care FSA vs. Tax Credit | How to Use Both
Comparing the Dependent Care FSA vs. Tax Credit & Exploring How...
Paying for Chores: Should You Pay Your Kids an Allowance?
Paying for Chores: Should You Pay Your Kids an Allowance? I’ve...
It’s Too Early to Open a Bank Account for Your Kids
It's too early to open a bank account for your kids, but not for the...
Financial Literacy: Why We Didn’t Learn It From Parents & Educators
Financial literacy is a 21st century core survival skill. Here's why...
Coming Soon: Madi Manages Money Financial Planning Services
Madi Manages Money is bringing financial planning services to women...
What’s the “Vested Balance” in My 401(k)?
crash course on vesting in your retirement plan at work. In its most...
Estate Planning for Young Families: The Cost, Benefits, & Process
Here's what basic estate planning for young families entails &...
Is the PA 529 Guaranteed Savings Plan Right for My Family?
This article explains how the PA 529 Guaranteed Savings Plan works....
Should I Sell or Rent My House? Considering IRC Section 121
This post weighs the pros and cons of selling vs. renting out your...
Family of 3 Budget Update
Here's an update on our family of 3 budget. We'll touch on some HSA...
To Millennial Moms Investing for Children: Put Yourself First
What does it take for millennial moms to succeed when investing for...
I’m a CFP & a Mom | Here’s My Life Insurance Coverage
What life insurance coverage do parents need? I'm a mother and...
Microaggressions I’ve Navigated as a Woman in Finance
What narrative do you tell yourself when you experience...
Hiring a Robo-Advisor vs. DIY Investing
This post compares hiring a robo-advisor vs. DIY investing for...
The Spousal IRA: A Financial Equalizer for Women
Spousal IRAs can balance ownership of investable assets between...
Is ChatGPT Financial Advice Any Good?
If you haven't heard, mansplaining is out; robotsplaining is in....
Why Invest in a 401(k)? Discover 5 Reasons.
If you’re just getting started investing and work for a company that...
The 529 to Roth IRA Rollover | What Parents Should Know
Here's how parents can use the 529 to Roth IRA rollover to their...
Overfunded 529 Plan? These Are Tax-Efficient Solutions.
Here are some tax-efficient solutions if you've overfunded a 529...
How I Reached Coast FI Before Motherhood
I'm a mom who has reached Coast FI. This is how I did it. I'm a...
Financial Freedom by Grant Sabatier | Book Review
Here's what I thought of Financial Freedom by Grant Sabatier as a...
UTMA vs. 529: Comparing Children’s Investment Accounts
This article compares UTMA vs. 529 accounts. Picking the right type...
How the Rich Stay Rich: The Estate & Gift Tax Exemption
Take a guess. What size inheritance can Americans give at death...
Are Target Date Funds Good Enough?
Target date funds make up approximately $3.3 of the $8.9 trillion...
Should You Be an Aggressive Investor?
Should you be an aggressive investor? Personal finance personalities...
PA 529 Plan Investment Strategies & Avoidable Pitfalls
How are other families investing in the PA 529 Plan? This article...