Economic EqualityInvestingFinancial Literacy: Why We Didn’t Learn It From Parents & Educators8 Sep at 12:29 am0Financial literacy is a 21st century core survival skill. Here’s why we didn’t learn more about it growing up. A…
Products & ServicesComing Soon: Madi Manages Money Financial Planning Services16 Jul at 5:20 pmMadi Manages Money is bringing financial planning services to women and their families this fall. I’m not sure I’ve ever…
Career StrategyInvestingWhat’s the “Vested Balance” in My 401(k)?5 Jul at 10:27 amHere’s a mini crash course on vesting in your retirement plan at work. In its most general form, vesting means…
Saving for KidsEstate Planning for Young Families: The Cost, Benefits, & Process23 Jun at 10:23 amHere’s what basic estate planning for young families entails & what it costs. Plus, I’ll share my experience creating ours…
Saving for KidsIs the PA 529 Guaranteed Savings Plan Right for My Family?12 Jun at 7:31 pmThis article explains how the PA 529 Guaranteed Savings Plan works. Read it to determine if this is the right…
Minimize TaxesReal Estate InvestingShould I Sell or Rent My House? Considering IRC Section 1211 Jun at 11:24 amThis post weighs the pros and cons of selling vs. renting out your primary residence. Specifically, we’ll look at how…
BudgetingFamily of 3 Budget Update24 May at 11:51 amHere’s an update on our family of 3 budget. We’ll touch on some HSA hacks, the catch with “no-interest” financing,…
InvestingTo Millennial Moms Investing for Children: Put Yourself First16 May at 11:51 amWhat does it take for millennial moms to succeed when investing for our children? Surprisingly, it requires putting ourselves first.…
InsuranceSaving for KidsI’m a CFP & a Mom | Here’s My Life Insurance Coverage28 Apr at 11:23 amWhat life insurance coverage do parents need? I’m a mother and Certified Financial Planner. We’ll take an unfiltered look at…
Career StrategyMicroaggressions I’ve Navigated as a Woman in Finance18 Apr at 7:51 pmWhat narrative do you tell yourself when you experience microaggressions? This blog post might change it. As a woman in…
InvestingHiring a Robo-Advisor vs. DIY Investing4 Apr at 2:03 pmThis post compares hiring a robo-advisor vs. DIY investing for younger investors with straightforward finances. You might be in your…
Economic EqualityInvestingMinimize TaxesThe Spousal IRA: A Financial Equalizer for Women21 Mar at 2:08 pmSpousal IRAs can balance ownership of investable assets between husband and wife. You know the arrangement. Husband goes to work,…
InvestingIs ChatGPT Financial Advice Any Good?11 Mar at 2:46 pmIf you haven’t heard, mansplaining is out; robotsplaining is in. Here’s what you should know about ChatGPT financial advice. ChatGPT…
InvestingMinimize TaxesWhy Invest in a 401(k)? Discover 5 Reasons.2 Mar at 12:36 amIf you’re just getting started investing and work for a company that offers a 401(k) plan, you’re at the right…
InvestingSaving for KidsThe 529 to Roth IRA Rollover | What Parents Should Know22 Feb at 12:03 pmHere’s how parents can use the 529 to Roth IRA rollover to their family’s advantage. Beginning in 2024, you can…
InvestingSaving for KidsOverfunded 529 Plan? These Are Tax-Efficient Solutions.17 Feb at 1:00 amHere are some tax-efficient solutions if you’ve overfunded a 529 plan. 529 college savings plans are investment accounts designed to…
Career StrategyInvestingHow I Reached Coast FI Before Motherhood9 Feb at 4:10 pmI’m a mom who has reached Coast FI. This is how I did it. I’m a 33-year-old married woman with…
Book RecommendationsInvestingFinancial Freedom by Grant Sabatier | Book Review1 Feb at 3:26 amHere’s what I thought of Financial Freedom by Grant Sabatier as a CFA, CFP, & parent. I returned to my…
Saving for KidsUTMA vs. 529: Comparing Children’s Investment Accounts21 Jan at 7:41 pmThis article compares UTMA vs. 529 accounts. Picking the right type of children’s investment account can be just as important…
Economic EqualityHow the Rich Stay Rich: The Estate & Gift Tax Exemption15 Jan at 7:21 pmTake a guess. What size inheritance can Americans give at death before being taxed by the IRS? I’d wager that…
InvestingAre Target Date Funds Good Enough?6 Jan at 9:15 pmTarget date funds make up approximately $3.3 of the $8.9 trillion assets in all defined contribution plans. As of 2019,…
InvestingShould You Be an Aggressive Investor?30 Dec 2022Should you be an aggressive investor? Personal finance personalities tell you to take too much investment risk while society influences…
InvestingSaving for KidsPA 529 Plan Investment Strategies & Avoidable Pitfalls15 Dec 2022How are other families investing in the PA 529 Plan? This article outlines their behavior, including two intriguing strategies &…
Saving for KidsPennsylvania 529 Plan Review7 Dec 2022After reading this independent review of the Pennsylvania 529 Plan, you’ll know: What makes the PA 529 Plan a great…
InvestingHow to Make Compound Interest Work for You23 Nov 2022This article explains how to make compound interest work for you. If you want to grow your wealth, there’s no…
BudgetingFamily Budget Update: Flirting with Financial Minimalism15 Nov 2022This article outlines some unconventional ways that we’ve adjusted our family budget that you might consider, too. As a refresher…
InvestingHow to DIY a Fully Diversified, Low-Cost Portfolio21 Oct 2022A financial advisor would charge you 1% to build a fully diversified, low-cost portfolio like this. I’d know, because I’ve…