Blog
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...
Pennsylvania 529 Plan Review
After reading this independent review of the Pennsylvania 529 Plan,...
How to Make Compound Interest Work for You
This article explains how to make compound interest work for you. If...
Family Budget Update: Flirting with Financial Minimalism
This article outlines some unconventional ways that we’ve adjusted...
How to DIY a Fully Diversified, Low-Cost Portfolio
A financial advisor would charge you 1% to build a fully...
How to Actually Start Investing with $10
This article explains how to start investing on your own with just a...
Anxious About the Stock Market? Fight Feelings with Facts.
This article explores: If the stock market could fall to zero. How...
8 Key Financial Steps for Baby’s 1st Year
Here are 8 key financial steps to take during your baby's first year...
The Ultimate Financial Checklist for Pregnancy
I'm a Certified Financial Planner and a mom. Here's the ultimate...
Individual Tax Consequences of Student Loan Relief
This blog post: Puts the total cost of student loan relief into...
How to Turn Student Loan Relief into Wealth: A Quick Playbook
This article provides the following: How much student loan relief...
PEMDAS for Investing: A Tax-Efficient Order for Account Funding
Remember the kid next to you in Algebra 1 that copied your homework,...
Downsizing a Budget to Transition to a Single-Income Family
This blog post will provide you with: Spending benchmarks for a...
Invest for Retirement or My Kid’s College Tuition? How to Do Both.
Millennial parents are faced with quite the conundrum. Do we save...
My Family’s Actual Asset Allocation | How We’re Invested & Why
As a CFA, CFP, and mother, here's how I invest money for my family...
3 Roth IRA Strategies to Grow Your Family’s Wealth
If you don’t have a Roth IRA yet, never fear. This post is for you....
4 Long-Term Problems Banning Abortion Solves for Politicians
Why, Who’s going to pay for all of these babies? should be more...
Ways Inflation Impacts Women & What to Do About It
Women are disproportionately impacted by inflation. Here are 3 ways...
Why I Quit My Six-Figure Finance Job
Last week, I became a statistic. I quit my six-figure finance job....
Common Money Mistakes to Avoid in Your 20s | My Salary & Investing Story
Given my day job in retail financial advice and credentials, I’m the...